终极理财师

终极理财师

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Details about 终极理财师

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • September 20, 2018
  • October 5, 2024
  • 12.0+
  • 4+
  • 69.67MB
  • iPhone, iPod
  • American English

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Developer of 终极理财师

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Version History of 终极理财师

7.1.3

June 21, 2024

修复闪退bug

7.1.2

June 19, 2024

【优化】APP弹窗 【优化】IM消息 【修复】隐私合规问题;

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7.0.9

December 5, 2023

【升级】targetSdkVersion版本 【修复】消息提醒问题;

7.0.7

September 15, 2023

【修复】隐私合规问题;

7.0.5

July 18, 2023

【优化】IM消息; 【更新】文档浏览SDK;

7.0.3

April 12, 2023

【新增】首页弹窗; 【优化】业务机会中心; 【修复】已知问题;

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7.0.2

March 21, 2023

【新增】基金投顾客户模块; 【优化】IM消息; 【修复】已知问题;

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7.0.1

January 10, 2023

【新增】产品日历增加产品关键日期排期; 【新增】产品详情页增加产品品种、投资期限; 【新增】产品详情页-客户线索增加提示说明; 【新增】股票客户列表新增当月、当年新增沉默户激活客户筛选功能; 【新增】股票期权客户支持点击跳转客户详情页; 【新增】客户详情页增加客户开户营业部、资金余额; 【新增】期货客户、期货收入模块新增数据来源说明; 【优化】客户详情页期权账户持仓情况; 【优化】产品销售通知; 【优化】龙虎榜优化; 【修复】产品特色数据展示问题;

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7.0.0

November 27, 2022

【新增】股票期权客户; 【新增】客户创收总额; 【新增】荣誉经纪人及专属权益; 【新增】产品标签; 【优化】投顾服务客户; 【优化】集合理财详情页; 【优化】私募基金详情页; 【优化】私募基金详情页; 【优化】组织绩效; 【优化】MOT工单; 【优化】客户首页

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6.3.5

October 19, 2022

【更新】打新日历;

Price History of 终极理财师

Description of 终极理财师

终极理财师是第一创业证券为证券经纪人、客户经理、投资顾问等营销人员精心打造的开放式综合服务平台,致力于为广大证券从业人员提供移动展业、客户开发、佣金管理、培训学习等综合性营销展业支持,是证券经纪人、投资顾问、理财师等营销精英实现职业发展理想的广阔舞台。 一、免费全真试题,助力从业考试 海量证券从业资格考试全真试题,免费学习证券从业资格考试知识,助您高效备考证券经纪人、投资顾问等从业资格考试。 二、一键申请签约,专人跟进服务 证券经纪人、客户经理、投资顾问等从业人员可通过终极理财师APP线上申请签约,全国各地分支机构线下专人跟进办理入职流程。 三、佣金收入清晰,薪酬“日清日结” 薪酬计算方式公开透明,佣金收入一目了然,签约证券经纪人、投顾等证券从业人员可清晰查看日、周、月佣金收入明细,佣金可提取到绑定银行卡,支持劳务报酬“日清日结”。 四、前沿金融科技,智能精准获客 采用先进的人工智能和大数据技术,智能挖掘客户价值,自动化扫描社交分享内容点击数据,深度挖掘微信好友潜在需求,助力精准营销。为证券经纪人、投资顾问等营销人员自动生成个性化专属二维码名片,一键推送个人名片,与客户建立精准的一对一服务关系。 五、一键导入客户,自动动态跟踪 一键导入通讯录好友到潜在客户列表,全面支持证券经纪人、投资顾问等对客户进行分类及动态管理。客户信息全景视图,自动跟踪客户生日、账户动态等,关键时刻不再错过。 六、免费学习培训,职业发展广阔 上市券商大平台,为证券经纪人、投资顾问等提供多种职业发展路径,免费提供海量行业资讯、业务知识、合规信息,全方位培训助力证券经纪人、客户经理、投资顾问等综合能力提升。 [温馨提示] 为了给您提供更准确有效的服务,在app启动时,需要获取您的地理位置。相比其他操作会消耗更多的电量,并影响电池续航时间。 终极理财师联系方式: 客服微信号:18598265946 理财师QQ群:293724727 理财师邮箱:zjbroker@fcsc.com
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终极理财师: FAQ

Is 终极理财师 available on iPad devices?

No, 终极理财师 isn’t iPad-friendly.

Who is the developer of 终极理财师?

FIRST CAPITAL SECURITIES CO.,LTD. launched the 终极理财师 app.

What minimum version of iOS does 终极理财师 need?

终极理财师 requires iOS 12.0 or later.

What do users think of the 终极理财师 app?

There are no ratings for the 终极理财师 app at the moment.

What category is the 终极理财师 app?

The App Genre Of The 终极理财师 App Is Business.

What is the newest version of 终极理财师?

The latest version of the 终极理财师 app is 7.1.3.

What is the date of the latest 终极理财师 update?

The latest 终极理财师 app update was released on October 5, 2024.

When did the 终极理财师 app come out?

终极理财师 was first made available on April 12, 2023.

What age group is 终极理财师 suitable for?

Safe for kids, with no inappropriate or mature content.

What are the languages available on 终极理财师?

终极理财师 is now available to use in American English.

Does Apple Arcade support 终极理财师 among its available titles?

Unfortunately, 终极理财师 is not on Apple Arcade.

Are there opportunities for in-app purchases in 终极理财师?

Unfortunately, 终极理财师 does not provide opportunities for in-app purchases.

Is 终极理财师 fully compatible with Apple Vision Pro?

Unfortunately, 终极理财师 is not fully compatible with Apple Vision Pro.

Are there any advertisements in 终极理财师?

No, there are no advertisements in 终极理财师.

Screenshots of 终极理财师

终极理财师 screenshot #1 for iPhone
终极理财师 screenshot #2 for iPhone
终极理财师 screenshot #3 for iPhone
终极理财师 screenshot #4 for iPhone
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Alternatives to 终极理财师

More Applications by FIRST CAPITAL SECURITIES CO.,LTD.