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RM Desk Mobile

價格:免費

更新日期:2020-01-22

檔案大小:96.4 MB

目前版本:1.4.0

版本需求:系統需求:iOS 9.0 或以後版本。相容裝置:iPhone、iPad、iPod touch。

RM Desk Mobile(圖1)-速報App

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.

RM Desk Mobile(圖2)-速報App

1875 Desk 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).

RM Desk Mobile(圖3)-速報App

-It is a Wealth Management tool that tracks liquid and illiquid assets by collecting inventory, financial and contractual information.

RM Desk Mobile(圖4)-速報App

-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.

RM Desk Mobile(圖5)-速報App

-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.

RM Desk Mobile(圖6)-速報App

RM Desk Mobile(圖7)-速報App