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协助人们做好更贴切的金钱备用,储蓄,消费,保险,投资和理财规划,以达到均衡富裕,美满,没有遗憾的人生。

RFC财务顾问

by IMM International

What is it about?

协助人们做好更贴切的金钱备用,储蓄,消费,保险,投资和理财规划,以达到均衡富裕,美满,没有遗憾的人生。

App Details

Version
2.3.1
Rating
NA
Size
63Mb
Genre
Business Utilities
Last updated
January 12, 2024
Release date
April 19, 2018
More info

App Screenshots

App Store Description

协助人们做好更贴切的金钱备用,储蓄,消费,保险,投资和理财规划,以达到均衡富裕,美满,没有遗憾的人生。
协助管理客户资料,记录客户家庭财务数据,并生成家庭财务报表,更方便财务顾问给出意见和设计财务规划

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