一道投

私募运营管理平台

Description

一道投是大道一以发布的私募运营管理平台,一道投是一款为私募基金管理人定制的,集客户管理、产品管理、销售管理、财务管理、合同管理、档案管理、合规管理为一体的私募综合业务服务系统,系统配备独立的APP,移动交互,在满足管理人日常运营管理相关需求外,全面提升客户体验和交互效率。
【特色功能】
完美的投资者适当性管理方案,解决私募合规管理需求
清晰的产品信息管理,产品全景一目了然
电子化签约流程,投资者在线签署、合规双录,安全高效
健全的档案管理:完善的资料管理体系,支持各种文档格式,支持分类管理方便查阅
道以数字藏品:每个数字藏品都代表着道以链上特定的序列号,不可篡改,不可分割,也不可互相替代。

Screenshots

一道投 FAQ

  • Is 一道投 free?

    Yes, 一道投 is completely free and it doesn't have any in-app purchases or subscriptions.

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  • How much does 一道投 cost?

    一道投 is free.

  • What is 一道投 revenue?

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App Info

Category
Finance
Languages
Chinese
Recent release
1.2.1 (1 year ago )
Released on
Nov 21, 2022 (2 years ago )
Last Updated
2 days ago
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