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Beta理财师-全品类资产配置工具平台

Beta Financial Planner is a financial platform for financial products sales and customer service. Provide a variety of financial product inquiries, customer account diagnosis report access downloads, product portfolio changes, financial information and research reports and other aspects of support tools.
Category Price Seller Device
Finance Free Shanghai Beta Information Technology Co., Ltd. iPhone, iPad, iPod

[Full market financial products]: Visually query various financial products, including private placement, trust asset management, PE/VC, fixed increase, overseas wealth management, public offering, insurance, bank wealth management, etc.

[One-stop learning growth]: fund test simulation, test center analysis, big coffee skill sharing, product road show

[Ai smart business card]: visitor track query, second-degree network expansion, business card with product mall

[Transaction monitoring and reminder]: Change the account combination of the managed customer, view and download the customer account position diagnosis report, and make timely after-sales service

[A must-have tool for financial planners]: fixed investment tools, calculators, financial hotspots, weekly market interpretation, financial information, financial breakfast

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