Jain Privy Client Desk 4+
Jain Privy Client Private Limited
Designed for iPad
-
- Free
Screenshots
Description
•UI enhancements.
•Report downloads options
•Direct Advisor communication through app using phone call, Email and WhatsApp
• Display name, profile picture upload.
Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details.
After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member.
App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc.
Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.
What’s New
Version 1.1
•UI enhancements.
• Direct Advisor communication through app using phone call, Email and WhatsApp
• Display name, profile picture upload.
• Report downloads options
• Bug fixes and other improvements.
App Privacy
The developer, Jain Privy Client Private Limited, 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- JAIN PRIVY CLIENT PRIVATE LIMITED
- Size
- 69.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 14.2 or later.
- iPad
- Requires iPadOS 14.2 or later.
- iPod touch
- Requires iOS 14.2 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
- Age Rating
- 4+
- Copyright
- © Jain Privy Client Pvt. Ltd.
- Price
- Free