复星财富IFA
Utilities
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
复星财富IFA：理财师的智能全景展业平台
【全域客户管理，服务更精准】：360°客户视图整合分散信息，资产动态、偏好标签、沟通记录一键直达。智能算法自动标记服务关键节点，生日关怀、产品到期等重要时刻绝不遗漏，客户粘性提升看得见。
【移动展业利器，获客更轻松】：产品手册、市场资讯一键转发微信，附带专属追踪功能，实时掌握客户浏览动态。智能投顾工具随身携带，面访时快速生成资产配置方案，从初次触达到深度沟通无缝衔接。
【团队协作中枢，效率再升级】：任务派发、进度追踪、业绩统计全流程线上化，团队目标清晰可见。合规知识、成功案例实时共享，新人快速上手，资深顾问经验高效传承。
【成长赋能体系，能力常进化】：基于职业阶段定制培训课程，从基础技能到高阶策略循序渐进。市场动态、政策解读每日更新，搭配案例拆解，让专业判断始终紧跟行业前沿。
【数据驱动决策，方向更明确】：可视化业绩看板直观呈现客户转化、产品销售等核心指标，自动分析优势领域与提升空间。用数据代替经验，每一步调整都有科学依据，业绩增长路径清晰可寻。
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
修复部分已知问题
The developer, Fosun International Securities 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:
- Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Fosun International Securities Limited
- Size
- 73.8 MB
- Category
- Utilities
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
English and 2 more
- English, Simplified Chinese, Traditional Chinese
- Age Rating
4+
- 4+
- Copyright
- © GOLD PRISM LIMITED