Jain Privy Client Desk 4+

Jain Privy Client Private Limited

Designed for iPad

    • Free

Screenshots

Description

•UI enhancements.
•Report downloads options
•Direct Advisor communication through app using phone call, Email and WhatsApp
• Display name, profile picture upload.

Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details.

After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member.

App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc.

Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.

What’s New

Version 1.1

•UI enhancements.
• Direct Advisor communication through app using phone call, Email and WhatsApp
• Display name, profile picture upload.
• Report downloads options
• Bug fixes and other improvements.

App Privacy

The developer, Jain Privy Client 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 Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

More By This Developer

You Might Also Like

Vete Associates Client Desk
Finance
FinZipp
Finance
Prithvi
Finance
MIRA Money : My Wealth Manager
Finance
Invoice It
Finance
Winvesta: Global Investing
Finance