宜信理财‪师‬ 4+

Heritvest Family Information Consulting (Beijing) Co., Ltd

Designed for iPhone

    • Free

iPhone Screenshots

Description

宜信理财师,指尖上的财富职场
这是宜信旗下专为理财顾问量身打造的协同办公工具,懂客户,懂产品,指尖玩转财富职场;
这是客户的移动管理平台,让您知晓客户的动态轨迹,个性化服务;
这是产品的学习微平台,1+3带多陆续上新,随时随地碎片学习;
这是展业获客的强力支援,给您最大的展业获客支持。

What’s New

Version 8.3.0

1、陪访录入优化;
2、开启全新登录方式;
3、优化已知问题,提升用户体验

App Privacy

The developer, Heritvest Family Information Consulting (Beijing) Co., Ltd, 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 Linked to You

The following data may be collected but it is not linked to your identity:

  • Contact Info
  • User Content
  • Diagnostics

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

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