This app is exclusively made for BMoney relationship managers to handle and keep track of clients’ portfolio and investment activities.
Users can maximize all the app tools—from leads tracking, transacting, until performance reporting—to increase their productivity and achieve more in less time.
Seamless app flow that saves your time.
Register, view, and update clients’ data just a tap away. Whether remote or face to face, users can register a new client in all digital and stay secure with verification method. Users can view and update clients’ data with their approval.
Made for professional use yet really intuitive like some app that you use on daily basis.
View list of mutual fund products and check its performance easily so you can recommend your pick to clients. Create transaction and check clients’ portfolio without trouble for easy progress management. Clients’ approval and verification for any transaction are mandatory to ensure security.
Nail progress tracking and performance reporting fast and accurately.
Accelerate your relationship with clients by going extra miles with this app.
Contact us:
email: [email protected]
WhatsApp: 0817-6071-822