compoundexpress
Wealth Management Platform
Only for iPhone
Free
iPhone
compoundexpress is a cutting-edge platform designed specifically for financial intermediaries to streamline their operations and provide seamless financial solutions to their clients.
With compoundexpress, financial intermediaries can:
* Execute Mutual Fund Transactions: Manage investments like purchases, redemptions, switches, and SIPs on behalf of their clients with ease.
* View Detailed Reports: Access comprehensive reports on client portfolios, transactions, and financial performance to make informed decisions.
* Offer Loan Against Mutual Funds (LAMF): Simplify the process of enabling clients to secure loans against their mutual fund holdings, ensuring quick and efficient financing.
* CRM: One view of clients, generate leads from campaigns and microsite, nurture leads, track client notes, create tasks and track them to completion, get reminders for tasks, all in one place.
Whether you're an independent distributor or part of a large distribution network, compoundexpress empowers you to manage client finances more effectively, boost productivity, and grow your business.
Download now and transform the way you serve your clients!
Disclaimer:
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
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The developer, Compoundexpress Private Limited, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Search History
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- COMPOUNDEXPRESS PRIVATE LIMITED
- Size
- 88.1 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Compoundexpress Private Limited