Moduit Advisor

PT Moduit Digital Indonesia

এই এপ্‌টোৰ বিষয়ে

Moduit Advisor app provides you - Moduit Advisor Partners - with the tools to stay on top of your client relationships, from leads tracking, portfolio review, transacting to income planning. With this app, you can view your client portfolio balances anytime, anywhere.
- Onboard and communicate with your clients
- Keep track of your prospects
- Assist with your clients’ financial journey
- Guided asset allocation tool
- Track your revenue & team performance
Moduit Advisor app lets you be in control of your clients’ portfolio so you will never miss an opportunity focusing on the business.
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
Come & register yourself as a Moduit Advisor Partner

নতুন কি আছে

This update focuses on bonds: spread sync fix, next coupon date display, KYC form improvements, auto-clear marital fields, and overall bond KYC optimization.