價格：免費
檔案大小：20.3 MB
版本需求：需要 iOS 10.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：德語, 英語
MoneyMinr is a first of its kind mutual fund distributor platform. We give distributors the cutting edge tools to manage their clients portfolios and perform allocation analysis with ease.
Our proprietary recommendation algorithms suggests portfolios aligning with client’s risk appetite.
The powerful dashboards does the task of providing portfolio insights, on the fly, at the click of a button. This gives clients a novel degree of interaction with their financial advisors.
It allows you to visualise and communicate relevant insights to your clients on the fly, using powerful dashboards and customised reports.
Our recommendation engine based on AI and Machine Learning will match mutual funds schemes to individual risk profile.
We help advisors spend more time on what matters most - investing, building relationships and growing their businesses.
支援平台：iPhone, iPad