Screenshots

Description

Beta Financial Planner is a financial platform for financial products sales and customer service. Provide a variety of financial product inquiries, customer account diagnosis report access downloads, product portfolio changes, financial information and research reports and other aspects of support tools.

[Full market financial products]: Visually query various financial products, including private placement, trust asset management, PE/VC, fixed increase, overseas wealth management, public offering, insurance, bank wealth management, etc.

[One-stop learning growth]: fund test simulation, test center analysis, big coffee skill sharing, product road show

[Ai smart business card]: visitor track query, second-degree network expansion, business card with product mall

[Transaction monitoring and reminder]: Change the account combination of the managed customer, view and download the customer account position diagnosis report, and make timely after-sales service

[A must-have tool for financial planners]: fixed investment tools, calculators, financial hotspots, weekly market interpretation, financial information, financial breakfast

What’s New

Version 7.30.150

All the sleepless nights are for a new version

1. I hope you can visit the new homepage several times a day~
2. Information, topics, posters, short videos, etc. are more abundant; how can we not forward them with so many materials!
3. Add new functions such as short video plan, on-screen demonstration, etc. to make quick decisions on the transaction!
4. Support the function of user-defined home page. What is the significance of the home page that cannot be customized?

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

z f cui ,

软件界面清新,易操作

赞一个,继续改进

Information

Seller
Shanghai Beta Information Technology Co., Ltd.
Size
128.6 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Simplified Chinese

Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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