【顾问云简介】
顾问云--专属全球资产投资顾问的展业工具
by 财富联合财务科技有限公司
What is it about?
【顾问云简介】
App Store Description
【顾问云简介】
- 全球投资品种
顾问云提供全球300＋大牌资管6大类（海外基金、海外保险、海外房产、全球移民、独角兽股权、美国信托）300多个优质资产
- 机构信息定制
机构用户，可以自定义自己的机构名称、机构logo以及机构服务电话。这些信息会统一展示在员工端界面以及客户端。
- 产品定制化
顾问云的第二个特点，是可以为机构的员工以及外部渠道，自由配置可销售的产品。
机构管理员通过产品配置功能，可以灵活控制员工与外部渠道的销售重心和业务范围。
- 渠道与员工管理
顾问云通过微信分享、小程序与APP间的无缝连接可以方便地添加员工、邀请渠道，同时也拥有各项管理功能。
Disclaimer:
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.
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.