Wealth for IC
100+
Downloads
Everyone
info
About this app
Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients.
Highlight Features:
IC Dashboard: ICs can see clients' portfolio overview all at once.
Client Portfolio: view a client's portfolio balance in multi-angles.
Model Portfolio: allow ICs to propose model portfolios to clients.
• Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon]
• Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon].
Order Status: view client's transactions status. [Coming soon]
Wealth for IC is an app for investment advisors. To view investment portfolios and advise clients on mutual fund investment plans.
Notable functions
• IC Dashboard: Investment Adviser can see the overall investment status of clients.
• Client Portfolio: View your investment portfolio from multiple perspectives.
• Model Portfolio: Easily recommend investment plans.
• Simulate Portfolio: Adjust the investment plan according to customers' preference [coming soon]
• Rebalance Portfolio: Adjust your investment portfolio according to your goals [coming soon].
• Order Status: View the status of your clients' orders [coming soon].
Highlight Features:
IC Dashboard: ICs can see clients' portfolio overview all at once.
Client Portfolio: view a client's portfolio balance in multi-angles.
Model Portfolio: allow ICs to propose model portfolios to clients.
• Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soon]
• Rebalance Portfolio: adjust client portfolio to the target investment plan. [Coming soon].
Order Status: view client's transactions status. [Coming soon]
Wealth for IC is an app for investment advisors. To view investment portfolios and advise clients on mutual fund investment plans.
Notable functions
• IC Dashboard: Investment Adviser can see the overall investment status of clients.
• Client Portfolio: View your investment portfolio from multiple perspectives.
• Model Portfolio: Easily recommend investment plans.
• Simulate Portfolio: Adjust the investment plan according to customers' preference [coming soon]
• Rebalance Portfolio: Adjust your investment portfolio according to your goals [coming soon].
• Order Status: View the status of your clients' orders [coming soon].
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No data collected
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