Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
- Added support for institution registration. - Improved app stability and fixed several minor issues.
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About
Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor 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 Advisor 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.
What's new · 2.2.1
- Added support for institution registration. - Improved app stability and fixed several minor issues.
Details