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เพิ่มประสิทธิภาพด้านความปลอดภัย
One-stop service portfolio advisory application for investment consultant (IC).
Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients. Highlight Features: IC Dashboard: ICs can see clients' portfolio overview all at once. Client Portfolio: view a client's portfolio balance in multi-angles. Model Portfolio: allow ICs to propose model portfolios to clients. • Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon] • Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon]. Order Status: view client's transactions status. [Coming soon] Wealth for IC is an app for investment advisors. To view investment portfolios and advise clients on mutual fund investment plans. Notable functions • IC Dashboard: Investment Adviser can see the overall investment status of clients. • Client Portfolio: View your investment portfolio from multiple perspectives. • Model Portfolio: Easily recommend investment plans. • Simulate Portfolio: Adjust the investment plan according to customers' preference [coming soon] • Rebalance Portfolio: Adjust your investment portfolio according to your goals [coming soon]. • Order Status: View the status of your clients' orders [coming soon].