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符合经纪人利益诉求，功能丰富
Description
【投研更专业】：通过多因子模型，结合大数据以及量化工具，提供更加专业的投研工具，协助投顾制定投资方案。
【产品更精确】：全面覆盖市场产品类别，绩效分析工具穿透产品结构，查询底层资产类别，以及持仓明细。
【资讯更全面】：不仅提供更全面的行业研究，实时资讯等服务；还配合线下FOF机构进行各个机构尽调，帮助投顾解读基金产品，为投资决策提供有价值的信息支持。
【管理更省心】：提供客户管理，订单管理，产品管理，营销管理，风控管理，财务管理等ERP全面的系统服务，支持家办高效运营。
【服务更优质】：基于金融科技服务能力，易投顾app能够24小时不间断的快速响应投顾需求，提供高效、智能的投资服务，帮助投资顾问提升客户满意度和业务水平。
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【产品更精确】：全面覆盖市场产品类别，绩效分析工具穿透产品结构，查询底层资产类别，以及持仓明细。
【资讯更全面】：不仅提供更全面的行业研究，实时资讯等服务；还配合线下FOF机构进行各个机构尽调，帮助投顾解读基金产品，为投资决策提供有价值的信息支持。
【管理更省心】：提供客户管理，订单管理，产品管理，营销管理，风控管理，财务管理等ERP全面的系统服务，支持家办高效运营。
【服务更优质】：基于金融科技服务能力，易投顾app能够24小时不间断的快速响应投顾需求，提供高效、智能的投资服务，帮助投资顾问提升客户满意度和业务水平。
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App Info
- Category
- Business
- Publisher
- Shanghai Mapleqi Technology Service Co
- Languages
- English
- Recent release
- 1.4.25 (2 months ago )
- Released on
- May 30, 2022 (2 years ago )
- Also available in
- China, Poland, Italy, Japan, South Korea, Kuwait, Kazakhstan, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Norway, New Zealand, Peru, Philippines, Pakistan, India, Portugal, Romania, Russia, Saudi Arabia, Sweden, Singapore, Thailand, Türkiye, Taiwan, Ukraine, United States, Vietnam, South Africa, Dominican Republic, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, Colombia, Czechia, Germany, Denmark, United Arab Emirates, Algeria, Ecuador, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong SAR China, Hungary, Indonesia, Ireland, Israel
- Last Updated
- 1 month ago