Moduit Advisor 4+
Your Digital Investment Tool
Moduit Digital Indonesia, PT
Designed for iPad
-
- Free
Screenshots
Description
Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
What’s New
Version 1.0.5
Hi, Moduit Advisor! We're back with another update that will make your advisory journey smoother.
- Bug Fixed:
Implemented performance enhancements to make your advisory experience faster, and more delightful app.
- Enhancement:
We heard your feedback. Currently we are hiding the revenue for further accurate revenue calculation.
- Stay tuned:
Set a course for financial success, navigate with confidence, and enjoy the journey
App Privacy
The developer, Moduit Digital Indonesia, PT, 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Financial Info
- Location
- Contact Info
- User Content
- Identifiers
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- User Content
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Moduit Digital Indonesia, PT
- Size
- 32.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.4 or later.
- iPad
- Requires iPadOS 11.4 or later.
- iPod touch
- Requires iOS 11.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2019 PT Moduit Digital Indonesia
- Price
- Free