Prudent Partner Desk
무료
10.10.4for iPhone, iPad and more
1.9
1 Ratings
Prudent Corporate Advisory Services Ltd
Developer
68.4MB
Size
Apr 8, 2024
Update Date
Business
Category
4+
Age Rating
Age Rating
Prudent Partner Desk 스크린 샷
About Prudent Partner Desk
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.
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.
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최신 버전 10.10.4의 새로운 기능
Last updated on Apr 8, 2024
오래된 버전
- Performance improvement.
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Version History
10.10.4
Apr 8, 2024
- Performance improvement.
10.10.3
Apr 6, 2024
- Performance improvement.
10.10.1
Mar 21, 2024
- Added more filter option in Client Mis report.
- Performance improvement.
- Performance improvement.
10.10.0
Jan 12, 2024
- Dividend Income Report added.
- Performance improvement.
- Performance improvement.
10.9
Dec 4, 2023
Introducing fixed deposit initiate for fundzbazar clients.
10.8
Oct 19, 2023
- Performance improvement.
10.7
Oct 4, 2023
- Performance improvement.
10.6
Oct 2, 2023
- Performance improvement.
10.5
Sep 28, 2023
- Performance improvement.
10.4
Sep 11, 2023
- Fundzbazar Broking Report added.
- Performance improvement.
- Performance improvement.
10.2
May 24, 2023
Performance Improvement and better usability.
10.0
May 2, 2023
Performance Improvement and better usability.
9.8
Apr 28, 2023
Performance Improvement and better usability.
9.5
Mar 14, 2023
Performance Improvement and better usability.
9.3
Jan 20, 2023
Performance Improvement and better usability.
9.1
Jan 18, 2023
Performance Improvement and better usability.
8.9
Jan 11, 2023
Performance Improvement and better usability.
8.7
Dec 20, 2022
Performance Improvement and better usability.
8.6
Nov 11, 2022
Updated Complete UI and navigation of APP for Performance Improvement and better usability.
Add bio metric authentication for easy access.
Add bio metric authentication for easy access.
8.4
Nov 2, 2022
Updated Complete UI and navigation of APP for Performance Improvement and better usability.
Add bio metric authentication for easy access.
Add bio metric authentication for easy access.
8.3
Oct 1, 2022
Updated Complete UI and navigation of APP for Performance Improvement and better usability.
8.2
Sep 27, 2022
Updated Complete UI and navigation of APP for Performance Improvement and better usability.
8.0
Sep 20, 2022
Updated Complete UI and navigation of APP for Performance Improvement and better usability.
6.9
Aug 5, 2022
Bug fixes & performance improvements.
6.8
Jun 22, 2022
Bug fixes & performance improvements.
Prudent Partner Desk FAQ
제한된 국가 또는 지역에서 Prudent Partner Desk를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
Prudent Partner Desk의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
iOS 12.0 이상 필요.
iPad
iPadOS 12.0 이상 필요.
iPod touch
iOS 12.0 이상 필요.
Prudent Partner Desk은 다음 언어를 지원합니다. 영어