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AETOS BIZ is the mobile version of the AETOS Business Center Web as a Customer Relationship Management System for the sales, introduced-broker, affiliates, marketing executives, and customer service to manage their leads and clients

AETOS Biz

by Aetos Capital Group Pty. Ltd

What is it about?

AETOS BIZ is the mobile version of the AETOS Business Center Web as a Customer Relationship Management System for the sales, introduced-broker, affiliates, marketing executives, and customer service to manage their leads and clients. The App will provide lead management, account management, reporting, news and alerts, and notification features.

App Details

Version
1.1.0
Rating
NA
Size
38Mb
Genre
Finance Productivity
Last updated
April 14, 2019
Release date
December 19, 2018
More info

App Store Description

AETOS BIZ is the mobile version of the AETOS Business Center Web as a Customer Relationship Management System for the sales, introduced-broker, affiliates, marketing executives, and customer service to manage their leads and clients. The App will provide lead management, account management, reporting, news and alerts, and notification features.

Smart business management tools for IB and client acquisition all at a glance

Efficiently overview leads, accounts details by client name, account number, account group or owner

Leads assignment and management in your fingertips

On-hand info to handle client inquiry and provide client support anytime anywhere

Sales and partners can customise account and demo links to fit commission settings they desire or client experience.

Fast access to view clients‘ orders and transaction details by various searching methods

View Client orders and closed positions easily sorting by account, account group or date range

Easily manage your clients‘ funding status

Instant notice on client activities: account approved, document uploaded, order placed, position closed, deposit/ withdrawal

Risk Warning :

The information contained in this app is of general nature only and does not take into account any personal objectives, financial situation or needs. You are strongly recommended to seek independent financial advice before making any investment decisions.

Trading margin FX and CFDs carries a high level of risk and may not be suitable for all investors. The possibility exists that you may lose more than your initial investment. Please ensure that you read the Financial Services Guide (FSG), Product Disclosure Statement (PDS), and Terms and Conditions which can be obtained from the support site, and fully understand the risks involved before deciding to acquire any of the financial products listed on this app.

AETOS Capital Group Pty Ltd is registered in Australia (ACN 125 113 117; AFSL No. 313016) since 2007 and is a wholly owned subsidiary of AETOS Capital Group Holdings Ltd, carrying on a financial services business in Australia, limited to providing the financial services covered by the Australian financial services licence.

This app is owned and prepared by AETOS Capital Group Pty Ltd. It is compiled and presented in accordance with Australian laws and regulations. The products and services on this app are issued by AETOS.

AETOS solicits business in Australia, and the products and services described on this app may not be available in all countries and jurisdictions.

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