publisher
category
price
Freestore
Reviews
0 (0)
United States
Description
Your Digital Investment Tool
Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices. - Plan your prospect journey. - Assist with customer financial journey. - Guided asset allocation tool. - Track your performance Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business. Registered and regulated by OJK Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
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About
Bundle Id
id.moduit.moduitAdvisorMin Os. Version
11.4Release Date
Sat, Aug 17, 2019Update Date
Fri, Jul 7, 2023Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
22.86MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
1.0.5updated
10 months agoImplemented performance enhancements to make your advisory experience faster, and more delightful app. - Enhancement
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