建议书是理财师的拓客展业新利器。协助理财师轻松为客户进行资产配置，系统依据客户个人情况、投资需求，智能匹配出最适合的投资组合，构建综合金融需求图谱，并快速生成一份全方位以客户为中心出发的投资规划建议书。
建议书
by 商智神州(北京)软件有限公司
What is it about?
建议书是理财师的拓客展业新利器。协助理财师轻松为客户进行资产配置，系统依据客户个人情况、投资需求，智能匹配出最适合的投资组合，构建综合金融需求图谱，并快速生成一份全方位以客户为中心出发的投资规划建议书。
App Store Description
建议书是理财师的拓客展业新利器。协助理财师轻松为客户进行资产配置，系统依据客户个人情况、投资需求，智能匹配出最适合的投资组合，构建综合金融需求图谱，并快速生成一份全方位以客户为中心出发的投资规划建议书。
搭配投资跟踪管理、智能事件提醒与处理、智能金融资讯、客户互动监控等功能，「建议书 」让理财师更专业、更高效，理财规划技能翻倍。
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.