4.4.2 Cassaforte da installare
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.
Panoramica
Prudent Partner Desk è un software Freeware nella categoria Affari sviluppato da Prudent Corporate Advisory Services Ltd..
L'ultima versione di Prudent Partner Desk is 4.4.2, pubblicato su 22/12/2024. Inizialmente è stato aggiunto al nostro database su 18/12/2024.
Prudent Partner Desk viene eseguito sui seguenti sistemi operativi: Android.
Prudent Partner Desk non è stato valutato dai nostri utenti ancora.
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