Wealth for IC

By Settrade.com Company Limited on AppTrack Ninja.

Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients. Highlight Features: • IC Dashboard: ICs can see clients’ portfolio overview all at once. • Client Portfolio: view a client’s portfolio balance in multi-angles. • Model Portfolio: allow ICs to propose model portfolios to clients. • Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon] • Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon]. • Order Status: view client’s transactions status. [Coming soon] Wealth for IC เ…

Categories: Finance, Business

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