價格：免費
更新日期：2019-05-03
檔案大小：44.4 MB
目前版本：4.2
版本需求：需要 iOS 11.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Calculators:
This section provides various types of Financial Calculators.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
支援平台：iPhone, iPad