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致力于打造理财师的一站式移动工作平台，应用金融科技，惠利连接金融机构、理财师与投资人，帮助理财师提升工作效率、提高收入。
惠利理财师
by Puling Financial Consulting (Shanghai) Co., Ltd.
What is it about?
致力于打造理财师的一站式移动工作平台，应用金融科技，惠利连接金融机构、理财师与投资人，帮助理财师提升工作效率、提高收入。
App Store Description
致力于打造理财师的一站式移动工作平台，应用金融科技，惠利连接金融机构、理财师与投资人，帮助理财师提升工作效率、提高收入。
【海量产品】提供信托、资管、定融、私募基金、国内保险等海量产品信息，帮助理财师提供符合客户利益的资产配置服务；
【订单管理】支持理财师在线预约、报单、申请合同、查看佣金等；
【客户管理】客户资料、交易信息一目了然，理财师管理客户更容易。
【获客工具】理财师获客名片、精选产品、海量知识营销素材、财经早报、营销线索等工具，帮助理财师利用移动互联网获客。
Disclaimer:
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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.
