Moduit Advisor
100+
Downloads
Everyone
info
About this app
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
- 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
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info
Data is encrypted in transit
You can request that data be deleted
What's new
Hi, Moduit Advisor! We're back with another update that will make your advisory journey smoother.
🔧 Bug Fixed:
Implemented performance enhancements to make your advisory experience faster, and more delightful app.
👀 Enhancement:
We heard your feedback. Currently we are hiding the revenue for further accurate revenue calculation.
⭐️ Stay tuned:
Set a course for financial success, navigate with confidence, and enjoy the journey ✨
🔧 Bug Fixed:
Implemented performance enhancements to make your advisory experience faster, and more delightful app.
👀 Enhancement:
We heard your feedback. Currently we are hiding the revenue for further accurate revenue calculation.
⭐️ Stay tuned:
Set a course for financial success, navigate with confidence, and enjoy the journey ✨