4.4.2 Seguro para instalar
Prudent Corporate Advisory Services Ltd has introduced a new application designed specifically for its Channel Partners. This application facilitates the tracking of clients' investment valuations and offers comprehensive business Management Information System (MIS) features.
Report Details:
- AUM Report:
This section presents Nature Wise and Sub Nature Wise Assets Under Management (AUM) for clients, complemented by an interactive chart. - Valuation Report:
This section provides a detailed investment summary for clients across various investment modes. - Business Report:
This report summarizes the business activities over the past three months, encompassing all available products. - Other Report:
This section details transaction information, SIP renewals, and brokerage summaries. - Post Query:
This feature allows users to submit and track inquiries regarding account statements.
Note: Access to this application requires your Registered Broker Code, Login ID, and Password from the Partner Desk.
Resumen
Prudent Partner Desk es un software de Freeware en la categoría de Negocio desarrollado por Prudent Corporate Advisory Services Ltd..
La última versión de Prudent Partner Desk es 4.4.2, aparecido en 22/12/2024. Inicialmente fue agregado a nuestra base de datos en 18/12/2024.
Prudent Partner Desk se ejecuta en los siguientes sistemas operativos: Android.
Prudent Partner Desk no ha sido calificada por nuestros usuarios aún.
Imágenes (click para ampliar)
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