Advisor Mobile
100+
Downloads
Everyone
info
About this app
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which combines of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Chat, Investment Proposals, Business Intelligence.).
Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs.
It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system
Advisor Online Application is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information. This enterprise asset management software system helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs.
It delivers a superior user experience in the cloud by providing quick insights into what is being used across a network by tracking different assets. It offers a centralized asset database along with world-class customer support and secure access to your asset management system
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Data is encrypted in transit
What's new
Bug Fixes