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描述

Moduit Advisor
Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices.

- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance

Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.

Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
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新功能

  • 版本: 2.0.7
  • 發佈日期:
  • Update v2.0.7 improves mutual fund transactions with wording fixes, OTP resend countdown, fee display updates, device tracking, and adds Trimegah KYC feature.

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Moduit AdvisorModuit Advisor 縮短網址: 已複製!

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