NEO Advisor is an application that helps Investment Consultants & Securities Brokers (Investors & MGCKs), VPBankS collaborators and sales staffs of partners to perform tasks to assist customers with transactions, investment advice, Customer profile management
- Actively send and effectively manage trading recommendations to Customers
- Easily support placing orders for Customers on just one application
- Record, track orders and transaction history of the Client
- Categorize separate Customer groups to manage and track
- Diversify investment products and services
- Actively send and effectively manage trading recommendations to Customers
- Easily support placing orders for Customers on just one application
- Record, track orders and transaction history of the Client
- Categorize separate Customer groups to manage and track
- Diversify investment products and services
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