Prudent Partner Desk 17+

Prudent Corporate Advisory Services Ltd

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 10.10.14

- Performance Improvement.

App Privacy

The developer, Prudent Corporate Advisory Services 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 Collected

The developer does not collect any data from this app.

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

More By This Developer

FBBroking
Finance
Prudent FinTools
Business
FundzBazar
Finance
Prudent Client Desk
Business

You Might Also Like

POS by Gennext Insurance
Finance
NJ Partner Desk
Finance
PolicyWorld
Finance
Nippon India Business Easy 2.0
Finance
HDFC Deposit Key Partners
Finance
MFD STAR MF Mobility
Finance