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Advisor Online

Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence

Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence

Advisor Online

by mydesq AG
Advisor Online
Advisor Online
Advisor Online

What is it about?

Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.). Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system.

Advisor Online

App Details

Version
1.7.5
Rating
NA
Size
134Mb
Genre
Finance Business
Last updated
July 8, 2021
Release date
February 21, 2019
More info

App Screenshots

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App Store Description

Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.). Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system.

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