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Wealth for IC
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Wealth for IC
Wealth for IC

Wealth for IC

App Size: 29.9 MB
Release Date: Aug 31, 2020
Price: FREE
3
6 Ratings
Size:
29.9 MB
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Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients. Highlight Features: IC Dashboard: ICs can see clients portfolio overview all at once. Client Portfolio: view a clients portfolio balance in multi-angles. Model Portfolio: allow ICs to propose model portfolios to clients. Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon] Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon]. Order Status: view clients transactions status. [Coming soon] Wealth for IC IC Dashboard: Client Portfolio: Model Portfolio: Simulate Portfolio: [ ] Rebalance Portfolio: [ ] Order Status: [ ]
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Wealth for IC 1.0.17 Nov 6, 2023
Nov 6, 2023 Version History
- Root Jaibreak- Capture -

~Settrade.com Company Limited
More Information about: Wealth for IC
Price: FREE
Version: 1.0.17
Compatibility: Requires iOS14 Or Later
Size: 29.9 MB
Genre: Finance
Release Date: Aug 31, 2020
Last Update: Nov 6, 2023
Content Rating: 4+
Developer: Settrade.com Company Limited
Language: English -
All Apps & Games Developed by: Settrade.com Company Limited
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