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Prudent Partner Desk

Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners

Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners

Prudent Partner Desk

by Prudent Corporate Advisory Services Ltd
Prudent Partner Desk
Prudent Partner Desk
Prudent Partner Desk

What is it about?

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.

Prudent Partner Desk

App Details

Version
10.10.15
Rating
(1)
Size
66Mb
Genre
Business
Last updated
November 27, 2024
Release date
March 27, 2015
More info

App Screenshots

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App Store Description

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.

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