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Prudent Partner Desk

By Prudent Corporate Advisory Services Ltd

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

Description

Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Calculators:
This section provides various types of Financial Calculators.
(5) Post Query:
This section allows you place and trace query for A/C statement.

Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.

What's New in Version 1.9

Added FundzBazar Customize Link of Web and Mobile app for new Client Registration

Screenshots

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Prudent Partner Desk
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This app is designed for both iPhone and iPad
  • Free
  • Category: Business
  • Updated:
  • Version: 1.9
  • Size: 12.0 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.

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