Advisor Mobile 4+

Name: Advisor Mobile
Author: mydesq AG

mydesq AG

- Gratis

iPhone-Screenshots

Beschreibung

Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence.

Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network.

The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.

8. Feb. 2024

Version 1.8.1

This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.

Der Entwickler, mydesq AG, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.