Prudent Partner Desk

Prudent Corporate Advisory Services Ltd 無料 iPhone / iPad対応ビジネス 64bit

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Prudent Corporate Advisory Services Ltdのビジネスアプリ

「Prudent Partner Desk」は、Prudent Corporate Advisory Services Ltdが配信するビジネスアプリです。

ビジネス

このアプリの話題とニュース

新バージョン10.10.4が配信開始。新機能や改善アップデートがされています。(4/8)
2015年3月28日(土)にiPhoneとiPad両対応のユニバーサルアプリとしてリリース！

使い方や遊び方

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.