hBits Channel Partner App – Simplifying Your Investment Management
The hBits Channel Partner App is designed to help you seamlessly manage clients, track investments, and grow your business with ease. Whether you're a financial advisor, wealth manager, or real estate consultant, this app provides all the tools you need to streamline your workflow and maximize client engagement.
Key Features:
✅ Add & Manage Clients – Build and maintain your client database with ease.
✅ Send Deals Instantly – Share exclusive real estate investment opportunities directly with your clients.
✅ Complete KYC Effortlessly – Guide your clients through a smooth and secure KYC process.
✅ Create & Manage Teams – Add team members and assign clients to improve collaboration.
✅ Generate Personalized Collaterals – Customize brochures with your branding, including logo, name, and contact details.
✅ Track Investment Progress – Stay updated on your clients’ investments and overall AUM.
✅ Upload & Track Invoices – Ensure smooth payment tracking with easy invoice uploads.
✅ Boost Referrals & Earnings – Generate unique referral links and grow your network effortlessly.
With an intuitive and easy-to-use interface, the hBits Channel Partner App empowers professionals to work efficiently, provide better client support, and scale their investment business—all in one place.
🚀 Download now and take your client management to the next level!