Prudent Partner Desk
by Prudent Corporate Advisory Services Ltd.
Partner Desk
| App Name | Prudent Partner Desk |
|---|---|
| Developer | Prudent Corporate Advisory Services Ltd. |
| Category | Business |
| Download Size | 50 MB |
| Latest Version | 4.4.2 |
| Average Rating | 5.00 |
| Rating Count | 1,537 |
| Google Play | Download |
| AppBrain | Download Prudent Partner Desk Android app |
Prudent Corporate Advisory Services Ltd has launched an application for it’s Channel Partners. This application will help them to track their clients’ investment valuations and provides them their business MIS.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
Recent changes:
Performance improvement.
Report Details:
(1) AUM Report :
This section provides Nature Wise & Sub Nature Wise AUM of your client with interactive Chart.
(2) Valuation Report :
This section provides Investment Summary of your clients under various modes.
(3) Business Report:
This report provides last three month business summary with all products.
(4) Other Report:
This section provides Transaction Details, Sip Renewal and Brokerage Summary.
(5) Post Query:
This section allows you place and trace query for A/C statement.
Note: To access this application you have to use your Registered Broker Code, Login Id and Password of Partner Desk.
Recent changes:
Performance improvement.
