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洪泰投顾-理财师的获客小助手

工具

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Description

【功能特色】
【洪泰微报】每日微报快速建立配置顾问与客户的高频沟通桥梁。
【客户管理】添加个人、机构客户,分类更清晰了。
【好好学习】配置顾问学习成长课程免费在线学习平台。
【信息披露】私募产品信息披露、持仓资产随时掌握。
【产品管理】不同类产品可一键预约,锁定额度。

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洪泰投顾 FAQ

  • Is 洪泰投顾 free?

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  • How much does 洪泰投顾 cost?

    洪泰投顾 is free.

  • What is 洪泰投顾 revenue?

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App is not rated in Vietnam yet.
Ratings History

洪泰投顾 Reviews

更新速度

一个关注者2020 on

China

建议展示图定期更换,保持新鲜

洪泰投顾 Competitors

Name
奕丰理财师
珊瑚-您专属的投资服务APP
碧玄智投
济安旗舰基金交易平台
金牛理财—基金投资理财平台
基金申购费率1折起
保阁
华林理财师
钱景私人理财
金牛理财师—基金投资理财互动社区,新华社旗下
银行理财师也在用的基金互动社区APP
凯石财富
汇成国际
汇成国际-一站式定制合伙服务商!

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