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O aplikaciji

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
Ažurirano dana
6. feb 2026.

Sigurnost podataka

Sigurnost počinje razumijevanjem na koji način programeri prikupljaju i dijele vaše podatke. Privatnost podataka i sigurnosne prakse se mogu razlikovati ovisno o korištenju, regiji i dobi. Programer je naveo ove informacije i može ih s vremenom ažurirati.
Podaci se ne dijele s trećim stranama
Saznajte više o načinu na koji programeri pružaju izjavu o dijeljenju
Ova aplikacija može prikupljati ove vrste podataka
Lične informacije
Podaci se šifriraju tokom prenosa
Možete zatražiti da se podaci izbrišu

Što je novo

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

Telefonski broj
+622150202900
Informacije o programeru
PT. MODUIT DIGITAL INDONESIA
rifky.pamuha@moduit.id
Satrio Tower 6th floor 5 Jl. Prof. Dr. Satrio Blok C4 Kota Administrasi Jakarta Selatan DKI Jakarta 12950 Indonesia
+62 856-4775-5875
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