iPhone Screenshots

Description

Have full control over your portfolio with Moduit Advisor app.

Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices.

- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance

Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.

Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, Moduit Digital Indonesia, PT, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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