Free
⭐️5 / 5
Rating
🙌1
Ratings
📼5 scs
Content
📦~ in 0 month
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Beta理财师
8.8.228
May 16, 2024
[Fix] Compatibility and optimization of known issues
8.7.227
May 7, 2024
[Fix] Compatibility and optimization of known issues
8.6.226
April 7, 2024
[Follow Me] Follow me in the video, with a one click replacement cover.
[Optimize] operational configuration to achieve rapid workbench setup.
[Fix] Compatibility and optimization of known issues.
More8.5.225
March 16, 2024
[Search] Dynamic sorting optimization, WYSIWYG
[Morning Post] Increase global viewing of large images for better user experience
[Circle Talk] Product forwarding supports automatic copying of recommendation phrases, forwarding to Kuaishen in one step
[Follow Me] Follow me to optimize videos and improve follow-up efficiency
[Fix] Compatibility and optimization of known issues
More8.3.223
January 19, 2024
[Fix] Known bug
8.2.222
January 17, 2024
[New] AI Fund Selection: GPT Fund Selection, Wishing You a Favorite Fund
[Optimization] Early morning teaching: Video early broadcast optimization for better experience
[Optimization] Follow Me: Background music optimization, more considerate service
[Optimization] Financial Notes: Add new fonts/templates to better meet your personalized needs
[Fix] Known bug
More8.1.221
December 20, 2023
[Fix] Known problem optimization
8.0.220
December 18, 2023
[New] The app supports global on-screen demonstrations, helping you easily showcase your business and speed up your progress
[New] [Loan Plan] and reminder function, comprehensively manage your customers
[Optimization] Institutional Zone [Follow Me] Newly optimized for a better follow-up experience
[Fix] Other known issues optimization
More7.98.218
November 1, 2023
[New] Shoot and chat with me, support subtitle extraction for hot topics
[Optimization] Shoot with me - Support uploading long videos at different times
[Optimization] Looking at Market Module Optimization
[Fix] Optimization of other known issues
More7.97.217
September 6, 2023
[New] AI coach, one-stop learning, training, and exam to help improve personal abilities;
[Optimization] Search rule optimization, new sorting function, WYSIWYG;
[Optimization] Automatically replace business card information when taking photos with me, improving personal tracking efficiency;
[Optimization] Chat about hot process optimization and experience new improvements;
[Fix] Compatibility and optimization of known issues.
MorePrice History of Beta理财师
Description of Beta理财师
1、 What problems do Beta wealth managers solve?
Beta financial planners provide one-stop marketing exhibition services. Based on financial Big data, relying on massive financial data and label maps, they use LLM technology+high-quality database, and create a new generation of digital marketing solutions for financial industries in the way of MaaS+DaaS. Through the way of content+tools+operation, AIGC technology is innovatively applied to financial business scenarios, providing full process services for financial institutions to carry out Digital transformation schemes for wealth management, and providing landing methods and tools for digital marketing, intelligent asset allocation and post investment services.
2、 Beta Achievements
Beta Wealth Manager Developer - Shanghai Beta Information Technology Co., Ltd. was awarded the title of "National High tech Enterprise" in 2018, a key cultivated enterprise in Shanghai in 2021, and a "National Information System Security Level 3 Protection" certification in 2022. It was also selected as one of the first batch of "specialized, refined, and innovative" enterprises in Shanghai. As of the end of 2022, Beta's clients have spread to banks, securities, insurance, funds, trusts, and more than 1000 financial institutions, covering 1.7 million high-end financial advisors and wealth managers. The service scope covers over 80% of bank branches and over 50% of securities company business departments.
3、 Introduction to Characteristic Scenarios
[Market Companion and Interpretation]: 7 × Provide marketing materials such as morning education, short videos, hot topic interpretations, and financial notes 24 hours a day, helping financial advisors and wealth managers create authentic, vivid, and professional profiles, and create differentiated social circles;
[Business Opportunity Discovery]: Leveraging the WeChat ecosystem, real-time access to all information and product customer reading trajectories, understanding customer financial topics and product preferences, gaining multiple connections and sales opportunities;
[Product Explanation]: Based on over 10 years of fund research by Beta and data from over 3.2 million financial products, we provide market analysis tools such as macro interpretation and market sentiment, as well as in-depth interpretation of a series of financial products such as funds, wealth management, insurance, and credit;
[Post investment companionship]: Establish an electronic ledger to provide reminders of key product changes, warehouse adjustments, and unpacking suggestions. Generate a diagnostic report based on the customer's holdings with one click, provide AI warehouse adjustment suggestions or self-made recommendations;
[Growth Community]: Provide tools such as AI intelligent training, career exams, asset allocation competitions, and expert sharing, empowering financial advisors and wealth managers to enhance their professional and marketing abilities.
4、 Opinions and suggestions
Various opinions and suggestions, welcome to contact us!
Customer service hotline: 400-838-1978
You can also submit your valuable suggestions through "APP homepage avatar personal center slot"
Show less
Beta理财师: FAQ
Yes, Beta理财师 works on iPads.
Shanghai Beta Information Technology Co., Ltd. developed the Beta理财师 app.
Your iOS device must have at least iOS 12.0 installed to use the app.
The rating of 5.0 out of 5 that Beta理财师 has received from users is outstanding.
The Beta理财师 App Relates To The Finance Genre.
The current version of the Beta理财师 app is 8.8.228.
July 4, 2024 is the date of the latest Beta理财师 update.
Beta理财师 was introduced to the market on February 5, 2023.
May contain some depictions of drug use, intense violence, or sexual content, appropriate for ages 17 and up.
Beta理财师 can be used in English, Chinese.
Sorry, Beta理财师 is not on Apple Arcade.
Sorry, in-app purchases are not available for users of Beta理财师.
Sorry, Beta理财师 is not specifically engineered for compatibility with Apple Vision Pro.