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.
概述
Prudent Partner Desk 是在由Prudent Corporate Advisory Services Ltd.開發類別 Business Freeware 軟體。
最新版本是 Prudent Partner Desk 的 4.2.8 2024/12/18 上釋放。 它最初被添加到我們的資料庫 2024/12/18 上。
Prudent Partner Desk 在下列作業系統上運行: Android。
Prudent Partner Desk 已不被評為由我們使用者尚未。
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