5+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

This app is designed specifically for wealth advisors to manage investment funds. Its user-friendly interface allows advisors to quickly access a diverse range of investment funds, view client account cash balance and positions, and make subscriptions or redemptions. It enables wealth advisors to efficiently recommend funds tailored to their clients' financial objectives. With features like portfolio tracking and real-time updates, it enhances productivity and strengthens client relationships. It ensures that weath advisors can deliver exceptional service and construct a suitable fund portfolio for their clients.
Updated on
Dec 30, 2024

Data safety

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
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection

App support

Phone number
+85225169555
About the developer
Wealth Management Cube Limited
enquiry@wmcubehk.com
Rm 804A2 8/F WORLD WIDE HSE 19 DES VOEUX RD C 中環 Hong Kong
+852 4466 3889

Similar apps