Jain Privy Advisor Desk
Published by:
Jain Privy Client Private
Description
Jain Privy Advisor Desk empowers their Advisor or Channel Partners to manage their client mutual fund investments anytime, anywhere.
After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc.
There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc .
Note: To access this application you must use your registered Login Id and Password for Jain Privy Advisor Desk. If you don’t have the same, then you can contact Jain Privy Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.
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After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc.
There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc .
Note: To access this application you must use your registered Login Id and Password for Jain Privy Advisor Desk. If you don’t have the same, then you can contact Jain Privy Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.
Screenshots
Jain Privy Advisor Desk FAQ
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Is Jain Privy Advisor Desk free?
Yes, Jain Privy Advisor Desk is completely free and it doesn't have any in-app purchases or subscriptions.
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Is Jain Privy Advisor Desk legit?
Not enough reviews to make a reliable assessment. The app needs more user feedback.
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How much does Jain Privy Advisor Desk cost?
Jain Privy Advisor Desk is free.
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What is Jain Privy Advisor Desk revenue?
To get estimated revenue of Jain Privy Advisor Desk app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
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App Info
- Category
- Finance
- Publisher
- Jain Privy Client Private
- Languages
- Recent release
- 2 (1 year ago )
- Released on
- Mar 30, 2022 (2 years ago )
- Also available in
- India , Peru , Japan , South Korea , Kuwait , Kazakhstan , Mexico , Malaysia , Nigeria , Norway , Israel , Philippines , Pakistan , Russia , Saudi Arabia , Sweden , Türkiye , Ukraine , United States , Vietnam , Germany , Argentina , Austria , Azerbaijan , Belgium , Bulgaria , Canada , Switzerland , Chile , Colombia , United Arab Emirates , Denmark , Dominican Republic , Algeria , Ecuador , Egypt , Spain , France , United Kingdom , Indonesia
- Last Updated
- 5 days ago
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