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JMC Mobile enables Financial Professionals the ability to manage the wealth of clients on-the-go
JMC Mobile
by Privé Services
What is it about?
JMC Mobile enables Financial Professionals the ability to manage the wealth of clients on-the-go
App Screenshots
App Store Description
JMC Mobile enables Financial Professionals the ability to manage the wealth of clients on-the-go
The key features of this application includes the following
Investment Explorer -
Visualise and Analyse the latest Information of an investment asset
Search & Filter investment assets based on a huge selection of criteria
CRM: Clients & Accounts –
Manage the portfolios of your clients
Easily present key information of the portfolio to clients
Articles –
View the latest, easily-digestible financial content from WealthUp, a subsidiary of Prive Technologies
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.
