價格：免費
更新日期：2020-01-21
檔案大小：149 MB
目前版本：1.3.0
版本需求：系統需求：iOS 9.0 或以後版本。相容裝置：iPad。
With more than 9 billion CHF of assets under management, 1875 FINANCE is a leading Independent Asset Managers in Switzerland and Europe. A unique feature of our approach is our open-structure model focused on three areas of expertise: Private Clients, Multi-Family Office and Institutional Clients.
1875 Desk Mobile is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).
-It is a Wealth Management tool that tracks liquid and illiquid assets by collecting inventory, financial and contractual information.
-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.
-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.