Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
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