Wealth Growth 4+

Advisor

Cognerium

Designed for iPad

    • Free

Screenshots

Description

Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.

Our wealth growth product is designed for the marketing and sales force to leverage technology along with customer insights to target the right set of potential customers for quick sales closures

What’s New

Version 1.3.96

Bug fixes and performance improvement

App Privacy

The developer, Cognerium, 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

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