Advisor Online
Advisor Online Summary
Advisor Online is a mobile iOS app in Finance by mydesq AG. Released in Feb 2019 (7 years ago). Store metadata: updated Oct 6, 2023.
Store info: Last updated on App Store on Oct 6, 2023 .
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App Description
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).
-It is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information.
-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.
-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.