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Version
1.1.09
Size
40.17 Mb
Updated
8 years ago
Released
13 Feb 2017
Screenshots
Description
【独立理财师】是一款以跨境法律、税务、金融及非金融产品等专业知识为基础，导入系统选项，让理财师在面对客户时，可以轻松录入客户的资料及精准定位需求，直接提出完整理财规划的智能系统。理财师不仅减轻了挂靠机构负担的佣金成本及指标压力，同时完全掌控住自有客源。
-------专业-------
理财规划是以行业专家深厚的专业知识与丰富的行业经验为基础，通过严密的逻辑判断了解客户的需求并给出最终的合理建议。
-------全面-------
【独立理财师】囊括了包括金融投资、国籍规划、海外房产、离岸信托、税务规划、财富健康诊断、离岸保险等板块，全面覆盖客户的实际需求。
-------精准-------
【独立理财师】通过收集简单的客户数据便可精准定位客户实际需求，给出满足现有数据下的最专业的理财规划建议。
-------便捷-------
理财师在面对客户的急切需求时只需轻触屏幕，便可轻松获得专业建议，减少大量的线下资料搜索与更新所花费的时间。
-------互动-------
新闻与数据模块归整了大量金融数据与行业分析，让理财师不必再耗费心神搜索。论坛模块让理财师能交流互动，相互促进。
Estimates
Search Keywords 1
| # | Term | Country | Place | Priority |
|---|---|---|---|---|
| 1 | ifa 2016 | Germany | #15 | ⭐️⭐️⭐️⭐️⭐️ |
Competitors
| # | App | Common keywords |
|---|---|---|
| 1 | IFA Congress 2016 | 8 |
| 2 | IFA 2016 Conference | 8 |
| 3 | Ifa Traditional | 8 |
| 4 | IFA - ההתאחדות לכדורגל בישראל | 8 |
| 5 | EFG Hermes IFA | 8 |
| 6 | IFA.JD | 8 |
| 7 | ZEUS IFA Digital ANA HEp-2 Cell Pattern Identification Guide | 8 |
| 8 | IFA é para todos | 8 |
| 9 | IFA Fistball Rules | 8 |
| 10 | Your IFA app | 8 |
| 11 | IFA Connect | 7 |
| 12 | Ifa Obi App | 7 |
| 13 | Inequality for All | 7 |
| 14 | IFA Congress 2015 | 7 |
| 15 | IFA - Emerging Franchisor Conference | 7 |
| 16 | 苹果投资IFA（独立、自由、自在的理财事业） | 6 |
| 17 | IFA Annual Convention 2015 | 6 |
| 18 | App Hay Cosas Muy Nuestras de Grupo IFA | 6 |
| 19 | iFarm by IFA | 6 |
| 20 | IFA Conferences | 2 |
| 21 | IFA Congress 2014 | 2 |
| 22 | IFA Berlin | 2 |
| 23 | IFA App | 2 |
| 24 | IFA Foundation | 1 |
| 25 | IFA智能家园 | 1 |
| 26 | Index Fund Advisors | 1 |
| 27 | IFA Meetings | 1 |
| 28 | Signos Ifa | 1 |
Availability
Devices
iPhone4
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
Pricing by country
| Country | Price |
|---|---|
| Canada | free |
| China | free |
| France | free |
| Germany | free |
| Italy | free |
| Netherlands | free |
| Portugal | free |
| Spain | free |
| Poland | free |
| UK | free |
| India | free |
| Japan | free |
| Poland | free |
| Russia | free |
| Turkey | free |
| USA | free |
| Korea, Republic Of | free |
| Ukraine | free |