Advisor Online

Advisor Online

0.0 92.03MB 0 Free
Version 1.8.0 Updated 2023-10-06 Developer mydesq AG

Description

Advisor Online 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,

Advisor Online 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 hardware assets and software 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.
Category: Finance(50866) Version: 1.8.0 BundleId: com.mydesq.mydesqonline Developer: mydesq AG Updated: 2023-10-06

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