Wealth for IC

Settrade.Com Co., Ltd.

0.00

0 reviews

500+
Downloads

Free

One-stop service portfolio advisory application for investment consultant (IC).

500+ downloads

iOS version

About Wealth for IC

Wealth for IC is a finance app developed by Settrade.Com Co., Ltd..

Download Statistics

Wealth for IC has been downloaded 580 times. In the last 30 days, the app was downloaded 10 times.

User Ratings

The app has no ratings yet.

App Information

Wealth for IC is FREE to download. The last update was on October 26, 2023.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play November 2020.

Description

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 client’s 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 client’s transactions status. [Coming soon]

Wealth for IC เป็นแอปพลิเคชันสำหรับที่ปรึกษาด้านการลงทุน เพื่อดูพอร์ตการลงทุนและให้คำแนะนำแผนการลงทุนด้านกองทุนรวมแก่ลูกค้า

ฟังก์ชั่นเด่น
• IC Dashboard: ที่ปรึกษาด้านการลงทุนสามารถเห็นสถานะการลงทุนโดยรวมของลูกค้าได้
• Client Portfolio: ดูข้อมูลพอร์ตการลงทุนได้ในหลายมุมมอง
• Model Portfolio: แนะนำแผนการลงทุนได้อย่างสะดวก
• Simulate Portfolio: ปรับแผนการลงทุนตามใจลูกค้า [เร็วๆ นี้]
• Rebalance Portfolio: ปรับพอร์ตการลงทุนให้เป็นไปตามเป้าหมาย [เร็วๆ นี้]
• Order Status: ดูสถานะคำสั่งซื้อขายของลูกค้า [เร็วๆ นี้]

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More data about Wealth for IC

Price	Free to download
Total downloads	580
Recent downloads	10
Rating	No ratings
Ranking	Not ranked
Version	N/A
APK size	N/A
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Alternative downloads for the Wealth for IC app

Wealth for IC compared with similar apps

Common keywords of similar apps

Ic Model Ics Clients Coming Status Stop Service Simulate Adjust Rebalance Order Portfolio Client Wealth Investment Dashboard View

Keywords missing from this app

App Invest Mutual Investments Financial Track Funds Access Account Fund Management Information Investors Portfolios Investing Asset Features Added Stocks Sip Recent Details Market Performance Top Curated Https Investia Fixed Ai Assets Net Online Registered Made Support Time Reports Advisor Easy Risk Equity Insurance Calculator

Downloads over time

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Wealth for IC has been downloaded 580 times. Over the past 30 days, it has been downloaded 10 times.

Changelog of Wealth for IC

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Developer information for Settrade.Com Co., Ltd.

Settrade.Com Co., Ltd.

webmaster@settrade.com

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Google Play Rankings for Wealth for IC

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