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.
| Name | Prudent Partner Desk |
|---|---|
| Android Version | 5.1 |
| Publisher | Prudent Corporate Advisory Services Ltd. |
| Genre | BUSINESS |
| Size | 11.9 MB |
| Version | 4.2.5 |
| Last updated on | 2023-10-03 |
| Downloads | 50,000+ |
| Get it On |
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Download Prudent Partner Desk
DownloadAbout Prudent Partner Desk
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Detail Prudent Partner Desk
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.