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
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?
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- Shanghai Beta Information Technology Co., Ltd.
- 128.6 MB
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Simplified Chinese
- Age Rating
- Unrestricted Web Access
- © 2019 Beta Information
With Family Sharing set up, up to six family members can use this app.