L' Espace Client Kaleid est le portail à destination des clients des conseillers en gestion de patrimoine qui disposent de la solution Kaleid For Advisors
KALEID CLIENT
by KALEID SOFTWARES
What is it about?
L' Espace Client Kaleid est le portail à destination des clients des conseillers en gestion de patrimoine qui disposent de la solution Kaleid For Advisors.
App Screenshots
App Store Description
L' Espace Client Kaleid est le portail à destination des clients des conseillers en gestion de patrimoine qui disposent de la solution Kaleid For Advisors.
L'application permet de digitaliser la relation entre les clients et leur CGP en mettant à leur disposition plusieurs fonctionnalités comme la mise à jour de leur profil investisseur, la signature électronique des documents et la revue des dossiers de souscription.
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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.