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About Moduit Advisor

Moduit Advisor app provides you - Moduit Advisor Partners - with the tools to stay on top of your client relationships, from leads tracking, portfolio review, transacting to income planning. With this app, you can view your client portfolio balances anytime, anywhere.
- Onboard and communicate with your clients
- Keep track of your prospects
- Assist with your clients’ financial journey
- Guided asset allocation tool
- Track your revenue & team performance
Moduit Advisor app lets you be in control of your clients’ portfolio so you will never miss an opportunity focusing on the business.
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
Come & register yourself as a Moduit Advisor Partner at

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Frequently Asked Questions(FAQ)

What does the Moduit Advisor app provide?

The Moduit Advisor app provides tools for Moduit Advisor Partners to stay on top of their client relationships, including leads tracking, portfolio review, transacting, and income planning.

What can I do with the Moduit Advisor app?

With the Moduit Advisor app, you can onboard and communicate with your clients, keep track of your prospects, assist with your clients' financial journey, use a guided asset allocation tool, and track your revenue and team performance.