UpperMOSt 17+
Motilal Oswal Financial Services Limited
專為 iPhone 設計
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- 免費
iPhone 螢幕截圖
描述
“UpperMOSt App” is a solution provider for all its Business Partners (Franchisees, Remisiers and IFA’s) enabling them to manage their business efficiently and effectively. It not only aims to improve their business but also to give them a clear understanding of various trends on Clients Revenue, Asset Under Management, Sales over a period of time. Upper Most App is a medium for tracking, reviewing, deciding and taking an appropriate action based on Business Performance.
UpperMOSt is developed with the salient features like:
- Daily/Weekly/Monthly/Yearly snapshot of your Revenue, AUM, Sales & Clients. Plus comparison v/s previous corresponding period.
- Quick view of your Newly acquired, Inactive & Top customers with inbuilt call and email functionality.
- Comprehensive Business Summary enabling you to get a quick snapshot of total clients, active clients, AUM, turnover as well as revenue for the month. One can also get a view of active SIP’s through this feature.
- Quick client search option providing comprehensive information on all your clients right from Portfolio, Holdings, Transaction, Profit & Loss and Revenue.
- Access to Important reports like Client/Product wise Revenue Report, AUM Repot, Running SIP Report, Product Maturity reminder, Single Holding Report etc.
- Fosters Relationship Management with your clients by allowing you to wish your clients on special occasions like their Birthdays or Anniversaries and Send personalised email and SMS through with one click.
- Indian and Global Market information with one click access to Top 3 Gainers, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity.
最新功能
版本 1.14.5
MFD Feature Available
App 私隱
開發者表明Motilal Oswal Financial Services Limited的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
不收集資料
開發者不會從此 App 收集任何資料。
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- Motilal Oswal Financial Services Limited
- 大小
- 37.4 MB
- 類別
- 商業
- 兼容性
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- iPhone
- 須使用 iOS 12.0 或以上版本。
- iPod touch
- 須使用 iOS 12.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡
- 17+ 賭博 頻繁/極度的競賽內容
- Copyright
- Copyright © 2019 Motilal Oswal Financial Services Limited
- 價格
- 免費