Prudent Partner Desk 4+

Prudent Corporate Advisory Services Ltd

专为 iPad 设计

    • 免费

简介

Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Calculators:
This section provides various types of Financial Calculators.
(5) Post Query:
This section allows you place and trace query for A/C statement.

Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.

新内容

版本 10.10.8

- Performance improvement.

App 隐私

开发者“Prudent Corporate Advisory Services Ltd”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策

未收集数据

开发者不会从此 App 中收集任何数据。

隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多

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