Prudent Partner Desk 4.4.2

Prudent Partner Desk 4.4.2

Prudent Corporate Advisory Services Ltd. – Freeware – Android
Senaste versionen
4.4.2
Säkert att installera

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.

Översikt

Prudent Partner Desk är en Freeware programvara i den kategorin Företag utvecklats av Prudent Corporate Advisory Services Ltd..

Den senaste versionen av Prudent Partner Desk är 4.4.2, släppt på 2024-12-22. Det lades ursprungligen till vår databas på 2024-12-18.

Prudent Partner Desk körs på följande operativsystem: Android.

Prudent Partner Desk har inte blivit betygsatt av våra användare ännu.

Screenshots (Klicka för större)

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