| Vývojář: | BGL Corporate Solutions Pty Ltd (2) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| App Store | |||
Popis
Benefits
Improve communication with your SMSF clients.
Simplify and remove pain points wtih client queries.
Help educate and improve SMSF Engagement.
Improve client retention and differentiate your service.
Core Features include:
Track Investments, Respond to Queries, View Member Contribution, and Pension Data.
Dashboards
Stay on top of your investment strategy. Drill into the data and investment allocation revalued automatically every day.
Pensions
Improve compliance and avoid costly mistakes with our simple to digest visual pension dashboards.
Member Allocation
Check your combined member balances and minimums for all account-based pensions.
Contributions
Track your contributions limits and ensure your clients are maximizing their tax concessions.
Trustee Query
Have your clients or adviser respond to unknown transactions with simple drop-down choices or take photos of documents.
Snímky obrazovky
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
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Vývojář
- BGL Corporate Solutions Pty Ltd
- Platformy: iOS Aplikace (2)
- Seznamy: 0 + 0
- Body: 0 + 0 ¡
- Hodnocení: 0
- Recenze: 0
- Slevy: 0
- Videa: 0
- RSS: Odebírat
Body
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Hodnocení
0 ☹️
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Buďte první, kdo bude hodnotit 🌟
Další informace
- Verze: 2.10
- Kategorie:
iOS Aplikace›Finance - OS:
iPad,iPhone,iOS 14.7 a vyšší - Velikost:
12 Mb - Podporovaný jazyk:
English - Hodnocení obsahu:
4+ - App Store Hodnocení:
0 - Aktualizováno:
- Datum vydání:
Kontakty
https://www.bglcorp.com/engage-by-bgl/Engage by BGL Krátká adresa URL: Zkopírováno!- 🌟 Sdílet
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