宜信理财师 4+
Heritvest Family Information Consulting (Beijing) Co., Ltd
Designed for iPhone
-
- Free
iPhone Screenshots
Description
宜信理财师,指尖上的财富职场
这是宜信旗下专为理财顾问量身打造的协同办公工具,懂客户,懂产品,指尖玩转财富职场;
这是客户的移动管理平台,让您知晓客户的动态轨迹,个性化服务;
这是产品的学习微平台,1+3带多陆续上新,随时随地碎片学习;
这是展业获客的强力支援,给您最大的展业获客支持。
What’s New
Version 8.3.2
1、沟通计划升级:增加沟通计划管理;
2、首页常用功能区升级优化;
3、其他已知问题优化。
App Privacy
The developer, Heritvest Family Information Consulting (Beijing) Co., Ltd, 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 Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- User Content
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- HeritvestFamilyInformationConsultingBeijingCo., Ltd
- Size
- 140.1 MB
- Category
- Utilities
- Compatibility
-
- iPhone
- Requires iOS 13 or later.
- iPod touch
- Requires iOS 13 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English, Simplified Chinese, Traditional Chinese
- Age Rating
- 4+
- Copyright
- ©yixin.com
- Price
- Free