Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
This section provides various types of Financial Calculators.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
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- Prudent Corporate Advisory Service Limited
- 45.4 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Copyright © 2014-2015 Prudent Corporate Advisory Services Ltd
With Family Sharing set up, up to six family members can use this app.