Moduit Wealth Partner
Everyone
info
100+
Downloads
About this app
Moduit Wealth Partner app provides Moduit Wealth Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Wealth Partners can view their customer portfolio balances anytime and anywhere from their devices.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Wealth Partner app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK.
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Wealth Partner app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK.
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
Moduit Wealth Partner App is a digital platform solution for partners like you.
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 partiesLearn more about how developers declare sharing
- This app may collect these data typesPersonal info
- Data is encrypted in transit
- You can request that data be deleted
What’s new
We are continuously improving your experience. This update introduces flexible advisory fee payment options, performance enhancements, UI refinements, and stability improvements for a smoother app experience.
App support
phone
Phone number
+622150202900
About the developer
PT. MODUIT DIGITAL INDONESIA
rifky.pamuha@moduit.id
Satrio Tower 6th floor
5 Jl. Prof. Dr. Satrio Blok C4
Kota Administrasi Jakarta Selatan
DKI Jakarta 12950
Indonesia
+62 856-4775-5875