# 复星财富IFA

> 复星财富IFA (iPhone/iPad app by Fosun International Securities Limited.)

- Source: https://appshunter.io/ios/app/ifa/id6748744507 (this page in markdown: same URL + `.md`)
- Developer: [Fosun International Securities Limited](https://appshunter.io/developer/1072049726)
- Category: Utilities
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 72 MB
- Languages: American English, Chinese (Simplified, China), Chinese (Traditional, Hong Kong SAR China)
- Released: 2025-09-15
- Data updated: 2026-08-23
- User reviews in markdown: https://appshunter.io/ios/app/ifa/id6748744507/reviews.md

## What is 复星财富IFA?

复星财富IFA：理财师的智能全景展业平台
【全域客户管理，服务更精准】：360°客户视图整合分散信息，资产动态、偏好标签、沟通记录一键直达。智能算法自动标记服务关键节点，生日关怀、产品到期等重要时刻绝不遗漏，客户粘性提升看得见。
【移动展业利器，获客更轻松】：产品手册、市场资讯一键转发微信，附带专属追踪功能，实时掌握客户浏览动态。智能投顾工具随身携带，面访时快速生成资产配置方案，从初次触达到深度沟通无缝衔接。
【团队协作中枢，效率再升级】：任务派发、进度追踪、业绩统计全流程线上化，团队目标清晰可见。合规知识、成功案例实时共享，新人快速上手，资深顾问经验高效传承。
【成长赋能体系，能力常进化】：基于职业阶段定制培训课程，从基础技能到高阶策略循序渐进。市场动态、政策解读每日更新，搭配案例拆解，让专业判断始终紧跟行业前沿。
 【数据驱动决策，方向更明确】：可视化业绩看板直观呈现客户转化、产品销售等核心指标，自动分析优势领域与提升空间。用数据代替经验，每一步调整都有科学依据，业绩增长路径清晰可寻。


## Version history (last 5 releases)

### 2.5.0 — 2026-08-18

1、AI海报和AI展业话术上线
2、社区支持关键字搜索
3、修复佣金套餐问题

### 2.4.0 — 2026-08-06

星币中心上线，快来瓜分千万星币！

### 2.3.0 — 2026-07-20

1、在职理财师工资单上线
2、MOT消息推送问题修复

### 2.2.1 — 2026-07-17

修复部分已知问题

### 2.2.0 — 2026-07-13

修复了一些已知问题

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## More apps by Fosun International Securities Limited

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All apps by Fosun International Securities Limited: https://appshunter.io/developer/1072049726

## Related topics

[fosun](https://appshunter.io/ios/topics/fosun)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*