Advisor Mobile 4+
mydesq AG
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- Gratis
Capturas de pantalla del iPhone
Descripción
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.
Novedades
Versión 1.8.1
This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.
Privacidad de la app
mydesq AG, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- mydesq AG
- Tamaño
- 60.5 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 12.0 o posterior.
- iPod touch
- Requiere iOS 12.0 o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Español, Alemán, Francés, Inglés, Italiano
- Edad
- 4+
- Copyright
- © mydesq
- Precio
- Gratis