复星财富IFA
Fosun International Securities Limited Utilities iPhoneiPadiPod touch
复星财富IFA is a free Utilities app for iPhone and iPad by Fosun International Securities Limited. Requires iOS 13.0. Updated October 12, 2026.
- Price
- Free
- on the App Store
- Size
- 78 MB
- Age 4+
- Updated
- Oct 12
- 2026 · v3.0.0
Screenshots
About 复星财富IFA
复星财富IFA：理财师的智能全景展业平台 【全域客户管理，服务更精准】：360°客户视图整合分散信息，资产动态、偏好标签、沟通记录一键直达。智能算法自动标记服务关键节点，生日关怀、产品到期等重要时刻绝不遗漏，客户粘性提升看得见。 【移动展业利器，获客更轻松】：产品手册、市场资讯一键转发微信，附带专属追踪功能，实时掌握客户浏览动态。智能投顾工具随身携带，面访时快速生成资产配置方案，从初次触达到深度沟通无缝衔接。 【团队协作中枢，效率再升级】：任务派发、进度追踪、业绩统计全流程线上化，团队目标清晰可见。合规知识、成功案例实时共享，新人快速上手，资深顾问经验高效传承。 【成长赋能体系，能力常进化】：基于职业阶段定制培训课程，从基础技能到高阶策略循序渐进。市场动态、政策解读每日更新，搭配案例拆解，让专业判断始终紧跟行业前沿。 【数据驱动决策，方向更明确】：可视化业绩看板直观呈现客户转化、产品销售等核心指标，自动分析优势领域与提升空间。用数据代替经验，每一步调整都有科学依据，业绩增长路径清晰可寻。
What’s new
Version 3.0.0 · Updated October 12, 2026
1、工作台业绩看板上线 2、门店会议室预约上线 3、社区分享图片优化 4、新功能上线引导
App privacy
The developer, Fosun International Securities Limited, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers: Device ID
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: Device ID, User ID
Used for: Third-Party Advertising, Developer’s Advertising or Marketing, Analytics, Product Personalization, App Functionality, Other Purposes
Data Not Linked to You
The following data, which may be collected but is not linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Diagnostics: Crash Data, Performance Data
Used for: Analytics, Product Personalization, App Functionality, Other Purposes
Alternatives to 复星财富IFA
Looking for apps like 复星财富IFA? Here are 6 similar apps on the App Store. The highest rated is Clash - Rule Based Proxy (4.5/5), and all 6 are free to download.
-
Hong Kong e-Channel
2.9
-
智方便 iAM Smart
1.8
-
Clash - Rule Based Proxy
4.5
-
Rocket VPN-VPN Config
3.5
-
公众号助手
2.1
-
ToDesk远程控制
4.4
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| 复星财富IFA | – | Free | October 12, 2026 | |
| Hong Kong e-Channel | 2.9 / 5 (9) | Free | Oct 5, 2026 | Compare |
| 智方便 iAM Smart | 1.8 / 5 (30) | Free | Oct 14, 2026 | Compare |
| Clash - Rule Based Proxy | 4.5 / 5 (169) | Free | Oct 15, 2026 | Compare |
| Rocket VPN-VPN Config | 3.5 / 5 (122) | Free | Jun 11, 2024 | Compare |
| 公众号助手 | 2.1 / 5 (53) | Free | Oct 15, 2026 | Compare |
| ToDesk远程控制 | 4.4 / 5 (488) | Free | Oct 12, 2026 | Compare |
Compare 复星财富IFA with the top alternatives: ratings, updates, ASO score and keyword gaps →