Prudent Partner Desk 4.4.9

Prudent Partner Desk 4.4.9

Prudent Corporate Advisory Services Ltd. – Freeware – Android
Dernière version
4.4.9
Coffre-fort à installer

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:

  1. AUM Report:
    This section presents Nature Wise and Sub Nature Wise Assets Under Management (AUM) for clients, complemented by an interactive chart.
  2. Valuation Report:
    This section provides a detailed investment summary for clients across various investment modes.
  3. Business Report:
    This report summarizes the business activities over the past three months, encompassing all available products.
  4. Other Report:
    This section details transaction information, SIP renewals, and brokerage summaries.
  5. 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.

Vue d'ensemble

Prudent Partner Desk est un logiciel de Freeware dans la catégorie Entreprise développé par Prudent Corporate Advisory Services Ltd..

La dernière version de Prudent Partner Desk est 4.4.9, publié sur 03/05/2025. Au départ, il a été ajouté à notre base de données sur 18/12/2024.

Prudent Partner Desk s’exécute sur les systèmes d’exploitation suivants : Android.

Prudent Partner Desk n'a pas encore été évalué par nos utilisateurs.

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