價格：免費
更新日期：2019-06-10
檔案大小：60.3 MB
目前版本：16.3
版本需求：需要 iOS 11.0 或以上版本。與 iPad 相容。
支援語言：英語
Let your money grow several times over through the AR way of Wealth Management. Through the app we build a wealth strategy which is best suited for your wealth goal. The real easy –to-use technology platform will help better manage, protect and grow your wealth.
Key Features :
1) Videos – Fun way to understand what wealth management is all about. It’s really ‘uncomplicated’.
2) DIY Wealth Management - You control your own wealth growth. The dashboard on the app allows you to monitor and review your investments at real time
3) Know where your current wealth can take you. You will be surprised!
Why we need Geo Location: This is an app which is supposed to be used by the sales team (both on and off rolls) of the organisation. We need to capture the point of meeting for training, quality and compliance purposes. Each meeting with the client needs to be tagged with the location where it happened.
支援平台：iPad