万得投顾终端: A Comprehensive Sales Assistant System for Financial Planners
万得投顾终端 (WanDe Investment Advisor Terminal) is a specialized sales assistant system designed specifically for bank financial planners. Developed by Shanghai Wind Financial Information Co. Ltd., this free iPhone app combines the unique needs of financial planners with the extensive market data provided by Wind Information Co. Ltd.
With WanDe Investment Advisor Terminal, financial planners have access to a comprehensive suite of application modules, including product management, report sharing, calculation tools, news updates, and market data. This allows financial planners to easily obtain the data and information they need anytime, anywhere. The app serves as a convenient and powerful work platform in the hands of financial planners.
Whether it's managing products, sharing reports, performing calculations, or staying updated with the latest news and market data, WanDe Investment Advisor Terminal provides a user-friendly and efficient solution for financial planners.
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