InCred Fintrack

财务

免费 · 专为 iPad 设计

InCred Fintrack is a comprehensive Investment management platform tailored for Management Teams and Relationship Managers (RMs) to enhance client engagement and streamline financial operations. Designed with a focus on efficiency and transparency, InCred Fintrack provides the following key features: • AUM (Assets Under Management) Tracking: Gain real-time insights into client portfolios, track AUM growth, and analyze performance metrics to ensure optimal portfolio management. • Client Onboarding Management: Seamlessly manage the entire client onboarding process. Track new clients' progress and ensure compliance with regulatory requirements through an intuitive dashboard. • RM-Assisted Mutual Fund Transactions: Facilitate Mutual Fund transactions with RM support. Ensure smooth, guided investment journeys with transaction tracking, personalized recommendations, and real-time updates. • Portfolio Management from RM Application: Access and manage client portfolios directly through the RM application. Execute trades, review performance, and adjust strategies in one centralized platform.

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Bug Fixes & Performance Improvements

版本 1.0.10

开发者“INCRED PREMIER DISTRIBUTION PRIVATE LIMITED”已表明该 App 的隐私规范可能包括下述数据处理方式。更多相关信息，请参阅 开发者隐私政策 。

  • 与你关联的数据

    开发者可能会收集以下数据，且数据与你的身份关联：

    • 联系信息

隐私规范可能因你使用的功能或你的年龄等因素而异。 进一步了解

辅助功能

开发者尚未表明此 App 支持哪些辅助功能。 进一步了解

信息

  • 销售商
    • INCRED PREMIER DISTRIBUTION PRIVATE LIMITED
  • 大小
    • 47.1 MB
  • 类别
    • 财务
  • 兼容性
    设备需装有 iOS 13.4 或更高版本。
    • iPhone
      设备需装有 iOS 13.4 或更高版本。
    • iPad
      设备需装有 iPadOS 13.4 或更高版本。
    • iPod touch
      设备需装有 iOS 13.4 或更高版本。
    • Mac
      需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
    • Apple Vision
      设备需装有 visionOS 1.0 或更高版本。
  • 语言
    • 英语
  • 年龄分级
    16+
  • 版权
    • Copyright © 2023 InCred Group
  • 隐私政策

    • 更多来自"INCRED PREMIER DISTRIBUTION PRIVATE LIMITED"的 App

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