Wylth Pro 17+

wylth

專為 iPhone 設計

    • 免費

iPhone 螢幕截圖

描述

Truly independent multi-asset white-label platform for Independent Financial Advisors (IFA) including Mutual Fund Distributors (MFD) and Registered Investment Advisors (RIA). This application is only MFDs and RIAs who have taken Wylth platform subscription.

- Service your clients conveniently any place anytime.
- Manage your financial advisory business on the go.
- Track performance of your relationship managers and their sales target.
- Generate investor reports quickly at the tap of a button.
- View the status of placed mutual fund orders.

最新功能

版本 1.6.0

- Infinite scroll implemented for order book listing
- Order book details page has improved user interface and additional information
- Infinite scroll implemented for client list page
- Additional info such as client address, PAN, City and Pin Code displayed in holding mode dropdown
- Show app version and build number in settings page

App 私隱

開發者表明wylth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

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