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Beta理财师-全品类资产配置工具平台

Beta Financial Planner is a financial platform for financial products sales and customer service. Provide a va...

Free

Store review

Beta Financial Planner is a financial platform for financial products sales and customer service. Provide a variety of financial product inquiries, customer account diagnosis report access downloads, product portfolio changes, financial information and research reports and other aspects of support tools.

[Full market financial products]: Visually query various financial products, including private placement, trust asset management, PE/VC, fixed increase, overseas wealth management, public offering, insurance, bank wealth management, etc.

[One-stop learning growth]: fund test simulation, test center analysis, big coffee skill sharing, product road show

[Ai smart business card]: visitor track query, second-degree network expansion, business card with product mall

[Transaction monitoring and reminder]: Change the account combination of the managed customer, view and download the customer account position diagnosis report, and make timely after-sales service

[A must-have tool for financial planners]: fixed investment tools, calculators, financial hotspots, weekly market interpretation, financial information, financial breakfast

Store rating

5

out of

1 reviews

Size

115.9 MB

Last update

June 6, 2020

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