顾问云服 - Wealth Management Platform
顾问云服 is a comprehensive business management platform designed for wealth management companies and financial advisors in China. Developed by Beijing Niutoubang Technology Consulting Co. Ltd., this iPhone application offers full-scene support for financial advisors, covering a wide range of functions. From product management to customer relationship management, and from sales support to post-investment management, 顾问云服 aims to streamline and enhance the operations of wealth management firms and advisors.
With a core founding team composed of former senior executives from a top Chinese wealth management company, 顾问云服 combines information, research, technology, capital, and resources to provide integrated support services for wealth management companies and financial advisors. This free utility falls under the Utilities & Tools category, catering specifically to the needs of the Chinese financial services industry.
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