Moduit Advisor

Your Digital Investment Tool

Free · Designed for iPad

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.

Ratings & Reviews

  • This app has not received enough ratings or reviews to display an overview.

Improved app stability and minor bug fixes to ensure a smoother and more reliable Advisor experience.

Version 2.1.8

The developer, Moduit Digital Indonesia, PT, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Contact Info

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Location
    • Contact Info
    • User Content
    • Identifiers
    • Diagnostics

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Moduit Digital Indonesia, PT
  • Size
    • 34 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
  • Age Rating
    4+
  • Copyright
    • © 2019 PT Moduit Digital Indonesia
  • Developer Website
  • Privacy Policy

    • More by Moduit Digital Indonesia, PT

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