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Prudent Partner Desk icon
Prudent Corporate Advisory Services Ltd.
5.0
1 ratings
87 MB
Size
Verified

SCREENSHOTS (8)

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About the 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.

Business

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Permissions

Location: access this device"s location

Storage: access photos, media, and files on your device

Biometric Information: access biometric data like fingerprint to unlock the app

Internet: use your internet connection

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