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Clavis Advisory Tool

By Dorsum Informatikai Fejleszto es Szolgaltato Zrt.

This app is only available on the App Store for iOS devices.

Description

Take your presentations on the next level with the innovative ClavisAdvisoryTool (CAT) built on the latest industry standards. Uncovering a suite of new sales opportunities in the customer acquisition procedure, the-state-of the art solution enables you to initiate meaningful interactions on the market trends, investment opportunities and services, bringing your customers on board.

Main Features:

- Advanced investment calculators
- Interactive portfolio planning according to your customers’ personal preferences (risk, time horizon, …)
- Different investment strategies
- Global markets overview
- Built-in contracting workflow
- Photos, videos, PDF -files for presentation purposes
- Instant e-mailing
- Secure way to access sensitive data

iPad Screenshots

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Clavis Advisory Tool
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  • Free
  • Category: Finance
  • Released:
  • Version: 1.0
  • Size: 81.8 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPad.

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