The advisor can manage his client portfolio (Registration of Clients, Location and information about them). The advisor reports all his activity during his work day. (Visits, Lunch, Office, Bank) The advisor can edit his client client list
Updated on
Apr 29, 2024
Tools
Data safety
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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.