i理财师

i理财师

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Details about i理财师

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of i理财师

i理财师 screenshot #1 for iPhone
i理财师 screenshot #2 for iPhone
i理财师 screenshot #3 for iPhone
i理财师 screenshot #4 for iPhone
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Version History of i理财师

2.4.4

October 24, 2024

1.优化部分性能及页面细节。

2.4.2

June 27, 2024

1、上线“家庭财富综合管理账户”,助力理财师更全面地了解和优化客户的资产配置; 2、移除了“基金健诊”功能。

2.4.0

January 25, 2024

1. 上线最新的《平台服务协议》; 2. 新增 APP 开屏页功能,方便理财师快速触达最新活动; 3. 下线已完结的 2023 年 PTOT 排行榜。

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2.3.9

December 15, 2023

1.增加“营销方案”功能,帮助理财师明确展业方向; 2.增加“数据看板”功能,助力数据决策,赋能管理升级; 3.修复已知问题,提升用户体验。

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2.3.8

October 19, 2023

1. 增加了星级财富顾问相关的提醒通知; 2. 修复了“消息设置”中出现的问题。

2.3.7

September 5, 2023

星级财富顾问上线!新增多项重磅福利等你领取!!快来看看你的星级吧~

2.3.6

June 19, 2023

1、修复iOS13启动就闪退的问题。

2.3.5

June 15, 2023

1.增加投顾管辖区域业绩督导功能; 2.调整优化部分业务功能细节。

2.3.4

April 26, 2023

1.新增PTOT排行榜家办服务奖榜单; 2.优化展业视频素材分享细节; 3.修复好友“需跟调”标识显示问题。

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2.3.3

April 13, 2023

1.优化高净值产品的信息展示; 2.增加素材更新时的消息提醒; 3.修复个别显示问题。

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Price History of i理财师

Description of i理财师

平台介绍: 普益财富(普益集团 PUYI INC.)是一个专注为中国新兴中产和大众富裕阶层服务的财富管理品牌。2019年3月29日,普益集团(PUYI INC.)正式在美国纳斯达克挂牌上市。 自成立以来,普益财富潜心研究专业化的理财师成长体系,首次推出i理财师——普益财富旗下理财师服务客户的工具平台,为理财师提供准确、及时、前瞻的决策支持,成为理财师的移动获客助手。 【全系统客户支持】 通过客户管理、消息通知等方式全程跟踪客户数据 【一站式成长工具】 通过资料库、普益学院、商学院等打造全方位学习系统 【智能化拓客工具】 通过普益早报、分享助手、营销线索等构建智能营销系统 联系我们: 全国服务热线 400-080-3388 客服时间:周一至周五 9:00-20:00 周六日及节假日 9:00-16:30 公司地址:广州市天河区珠江西路15号珠江城42楼普益财富

i理财师: FAQ

Is the i理财师 app compatible with iPads?

No, i理财师 does not work on iPads.

Who built the i理财师 app?

The i理财师 app was launched by Fanhua Puyi Fund Sales Co., Ltd..

What’s the minimum iOS version needed for the i理财师 app?

The i理财师 app currently supports iOS 13.0 or later.

How do users rate the i理财师 app?

The i理财师 app has received no user ratings yet.

What is the main genre of the i理财师 app?

Utilities Is The Primary Genre Of The I理财师 App.

Which is the latest version of i理财师?

2.4.4 is the current version of i理财师.

When did the new i理财师 update happen?

The date of the last i理财师 update is November 30, 2024.

When did i理财师 first launch?

The i理财师 app was initially released on February 6, 2023.

What age rating does i理财师 have?

The content advisory rating is Fanhua Puyi Fund Sales Co., Ltd.: The i理财师 app is unsuitable for persons under 17 years of age.

Which languages does i理财师 support?

i理财师 currently features the following languages: Chinese.

Is i理财师 available in Apple Arcade's lineup?

No, i理财师 is not available on Apple Arcade.

Are there in-app purchases available in i理财师?

No, i理财师 does not offer in-app purchases.

Is i理财师 tailored for Apple Vision Pro compatibility?

Unfortunately, i理财师 is not tailored for compatibility with Apple Vision Pro.

Are ads featured prominently in i理财师?

No, ads are not featured prominently in i理财师.

Alternatives to i理财师

More Applications by Fanhua Puyi Fund Sales Co., Ltd.