朗福私人财富

朗福咨询服务(北京)有限公司

Utilities Finance
Not Recommended   
Current Version
All time
App last updated Aug 11, 2017
Screenshots
New in version 1.8.0

1、优化客户导入,可一次选择多条记录导入
2、优化资产配置页面
3、服务详情页面增加水印
4、其他细节的优化

Description

朗福咨询服务(北京)有限公司的全业务管理平台,为中国理财顾问提供全场景支持。功能包括:产品管理;理财顾问管理;业务培训管理;销售支持管理;客户管理;自我管理等。

公司简介
朗福私人财富管理中心由银行界、保险界、私募界、财富管理界等行业内精英翘楚共同组建。主要为国内外高净值客户(企业)提供定制化财富管理咨询服务。朗福私人财富管理中心专业咨询服务团队,通过对宏观经济深入分析,前瞻经济未来走势,为高净值客户提供财经内参;通过判定客户投资属性,协助客户明确投资需求;通过定位客户财务目标,定制专属资产配置建议方案;通过举办业内金融论坛,推行投资者教育及与高净值客户分享财富管理理念,实现与高净值客户共同成长。

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Fact Sheet
  • Publisher: LANGFU Consulting Service (Beijing) Co., Ltd.
  • Category: Utilities
  • Released: Jun 19, 2017
  • Current Version Released: Aug 11, 2017
  • Version: 1.8.0
  • Size: 21 MB
  • Compatibility: Requires iOS 8.0 or later.
  • Recommended Age: 4+
  • Game Center Certified: No
  • Supported Devices: iPad2Wifi-iPad2Wifi, iPad23G-iPad23G, iPhone4S-iPhone4S, iPadThirdGen-iPadThirdGen, iPadThirdGen4G-iPadThirdGen4G, iPhone5-iPhone5, iPodTouchFifthGen-iPodTouchFifthGen, iPadFourthGen-iPadFourthGen, iPadFourthGen4G-iPadFourthGen4G, iPadMini-iPadMini, iPadMini4G-iPadMini4G, iPhone5c-iPhone5c, iPhone5s-iPhone5s, iPadAir-iPadAir, iPadAirCellular-iPadAirCellular, iPadMiniRetina-iPadMiniRetina, iPadMiniRetinaCellular-iPadMiniRetinaCellular, iPhone6-iPhone6, iPhone6Plus-iPhone6Plus, iPadAir2-iPadAir2, iPadAir2Cellular-iPadAir2Cellular, iPadMini3-iPadMini3, iPadMini3Cellular-iPadMini3Cellular, iPodTouchSixthGen-iPodTouchSixthGen, iPhone6s-iPhone6s, iPhone6sPlus-iPhone6sPlus, iPadMini4-iPadMini4, iPadMini4Cellular-iPadMini4Cellular, iPadPro-iPadPro, iPadProCellular-iPadProCellular, iPadPro97-iPadPro97, iPadPro97Cellular-iPadPro97Cellular, iPhoneSE-iPhoneSE, iPhone7-iPhone7, iPhone7Plus-iPhone7Plus, iPad611-iPad611, iPad612-iPad612, iPad71-iPad71, iPad72-iPad72, iPad73-iPad73, iPad74-iPad74,
  • Supported Languages: Chinese;