BLA Smart Fund for FA is an App developed to be an investment advisor for BLA FA 3B by
1. Details of the fund's performance, investment policy and risk level.
LTF & RMF and other mutual funds
2. Able to view client's mutual fund portfolio
3. Make transactions to buy / sell / switch mutual funds for customers
Use
Home
• Highlight Topics: Introduce the main investment policies of featured funds over time.
• New Funds Topic introducing new mutual funds.
Funds
• Search for mutual funds by type.
• Show historical returns as a graph for each time period.
Risk level Prospectus and Investment Policy To help you make investment decisions
FA
• Enter data and display the mutual fund portfolio of customers. Help you know the profit from your investment.
Transaction history
• Show orders in progress To help you make trading decisions in Buy / Sell.
• Transaction menu, sending orders / selling / switching of customer's investment units
1. Details of the fund's performance, investment policy and risk level.
LTF & RMF and other mutual funds
2. Able to view client's mutual fund portfolio
3. Make transactions to buy / sell / switch mutual funds for customers
Use
Home
• Highlight Topics: Introduce the main investment policies of featured funds over time.
• New Funds Topic introducing new mutual funds.
Funds
• Search for mutual funds by type.
• Show historical returns as a graph for each time period.
Risk level Prospectus and Investment Policy To help you make investment decisions
FA
• Enter data and display the mutual fund portfolio of customers. Help you know the profit from your investment.
Transaction history
• Show orders in progress To help you make trading decisions in Buy / Sell.
• Transaction menu, sending orders / selling / switching of customer's investment units
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