Wealth for IC
ID: com.settrade.app.wealthic
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バージョン:
Varies with device
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更新:
2022-09-02
今すぐAPKをダウンロード
安全なインストールを保証し、追加の広告やマルウェアはありません
の説明 Wealth for IC
Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients.
Highlight Features:
IC Dashboard: ICs can see clients' portfolio overview all at once.
Client Portfolio: view a client's portfolio balance in multi-angles.
Model Portfolio: allow ICs to propose model portfolios to clients.
• Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon]
• Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon].
Order Status: view client's transactions status. [Coming soon]
Wealth for IC is an app for investment advisors. To view investment portfolios and advise clients on mutual fund investment plans.
Notable functions
• IC Dashboard: Investment Adviser can see the overall investment status of clients.
• Client Portfolio: View your investment portfolio from multiple perspectives.
• Model Portfolio: Easily recommend investment plans.
• Simulate Portfolio: Adjust the investment plan according to customers' preference [coming soon]
• Rebalance Portfolio: Adjust your investment portfolio according to your goals [coming soon].
• Order Status: View the status of your clients' orders [coming soon].
Highlight Features:
IC Dashboard: ICs can see clients' portfolio overview all at once.
Client Portfolio: view a client's portfolio balance in multi-angles.
Model Portfolio: allow ICs to propose model portfolios to clients.
• Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon]
• Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon].
Order Status: view client's transactions status. [Coming soon]
Wealth for IC is an app for investment advisors. To view investment portfolios and advise clients on mutual fund investment plans.
Notable functions
• IC Dashboard: Investment Adviser can see the overall investment status of clients.
• Client Portfolio: View your investment portfolio from multiple perspectives.
• Model Portfolio: Easily recommend investment plans.
• Simulate Portfolio: Adjust the investment plan according to customers' preference [coming soon]
• Rebalance Portfolio: Adjust your investment portfolio according to your goals [coming soon].
• Order Status: View the status of your clients' orders [coming soon].
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Wealth for IC Varies with device APK にとって Android Varies with device+
バージョン | Varies with device にとって Android Varies with device+ |
更新 | 2022-09-02 |
インストール | 100++ |
ファイルサイズ | 52.804.157 bytes |
権限 | 閲覧許可 |
新着情報 | - แก้ไข Bug |
バージョン履歴:
- 1. LATEST. Wealth for IC Varies with device APK (2022-09-02, 50 MB)
- 2. Wealth for IC Varies with device APK (2021-02-07, 22 MB)
- 3. Wealth for IC 1.0.7 APK (2020-12-01, 22 MB)
- 4. Wealth for IC 1.0.3 APK (2020-10-05, 21 MB)
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