Progeny Portal Manager

Von Progeny Wealth Limited auf AppTrack Ninja.

Progeny Portal Manager gives financial advisers, wealth managers and administrators access to the power of your Progeny Client Portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, share documents and securely send and receive messages to and from your clients. View your clients and their portfolio information: • Get ready for your meetings with access to your clients portfolio and other information • Respond quickly to client queries • Work with different service groups of clients • Filter your client list with advance…

Kategorien: Finance

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