ソフトウェア
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) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(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.
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) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(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.
バージョン履歴
- 09/30/2022: Prudent Partner Desk 4.0.0
- Report a new version
- ソフトウェアの名称: Prudent Partner Desk
- ソフトウェアカテゴリ: ビジネス
- APK名: com.prumob.mobileapp
- 最新バージョン: 4.0.0
- サポートROM: 5.1 以上
- ファイルサイズ : 19.53 MB
- 更新した: 2022-09-30
