4.4.2 Veilig te installeren
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.
Overzicht
Prudent Partner Desk is Freeware software in de categorie Business ontwikkeld door Prudent Corporate Advisory Services Ltd..
De nieuwste versie van Prudent Partner Desk is 4.4.2, uitgegeven op 22-12-2024. Het werd aanvankelijk toegevoegd aan onze database op 18-12-2024.
Prudent Partner Desk draait op de volgende operating systems: Android.
Prudent Partner Desk niet is nog niet beoordeeld door onze gebruikers.
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