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投米-专注财富增长

客户端的可视化数字资产管理平台

Published by: 宜信
Downloads
Revenue

Description

投米APP是为服务国内财富管理机构和理财师而推出的一个面向客户端的可视化数字资产管理平台。
作为星火数科旗下平台,投米APP是辅助国内理财师进行客户管理的重要工具之一,面向国内理财师的客户,提供资产配置信息中介服务。理财师可通过星火理财师APP进行线上化客户管理,而广大客户则可通过投米APP绑定专属理财师,并直接在线上进行交易,一键下单,且可随时享受专属理财师的专业服务指导。
通过多年的技术沉淀,投米APP建立了一整套前沿的数字化财富管理支持服务架构,包括:智能KYC系统、智能资产配置选择工具、智能语音客服系统等,为理财师及其客户提供资产配置信息发布、信息展示等中介服务。

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投米-专注财富增长 FAQ

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Keywords

投米-专注财富增长 Competitors

Name
大唐财富 - 全唐配置
中国私人银行服务的领航者
信美相互
小金掌上私募-深圳市金斧子基金销售公司旗下
私募基金高端投资平台
微诺亚
诺亚财富旗下高端财富管理平台
微笑基金
千种基金,诺亚正行旗下精选基金销售平台
瑞承-中国高净值人群美好生活平台
18年服务积淀,10万人安心托付
华源鑫理财
开启基金配置新体验
嘉实财富
嘉实旗下高端财富管理平台
普泽基金
持牌经营,选好基来普泽
瑞承国际

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投米-专注财富增长 Revenue

Last 30 days

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App Info

Category
Finance
Publisher
宜信
Languages
English, Chinese
Recent release
4.8.5 (7 months ago )
Released on
Nov 23, 2014 (10 years ago )
Last Updated
3 months ago
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