Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence
Advisor Online
What is it about?
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.). Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system.
App Screenshots
App Store Description
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.). Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system.
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