Latest Version
4.4.2 Safe to install
4.4.2 Safe to install
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.
Overview
Prudent Partner Desk is a Freeware software in the category Business developed by Prudent Corporate Advisory Services Ltd..
The latest version of Prudent Partner Desk is 4.4.2, released on 12/22/2024. It was initially added to our database on 12/18/2024.
Prudent Partner Desk runs on the following operating systems: Android.
Prudent Partner Desk has not been rated by our users yet.
Screenshots (Click to view larger)
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