Moduit Advisor

PT Moduit Digital Indonesia

About this app

Moduit Advisor app provides you - Moduit Advisor Partners - with the tools to stay on top of your client relationships, from leads tracking, portfolio review, transacting to income planning. With this app, you can view your client portfolio balances anytime, anywhere.
- Onboard and communicate with your clients
- Keep track of your prospects
- Assist with your clients’ financial journey
- Guided asset allocation tool
- Track your revenue & team performance
Moduit Advisor app lets you be in control of your clients’ portfolio so you will never miss an opportunity focusing on the business.
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
Come & register yourself as a Moduit Advisor Partner

What’s new

Improved KYC signature flow, client name search on onboarding, OCR for ID upload, +/- indicator on ROI, and various bug fixes.