Wealth for IC

Yayıncı Settrade.com Company Limited AppTrack Ninja’da.

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…

Kategoriler: Finance, Business

için App Store sıralamaları, ekran görüntüleri, tahminler ve benzer uygulamalar. Wealth for IC.