Moduit Wealth Partner

Moduit Wealth Partner app provides Moduit Wealth Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Wealth Partners can view their customer portfolio balances anytime and anywhere from their devices. - Plan your prospect journey. - Assist with customer financial journey. - Guided asset allocation tool. - Track your performance Moduit Wealth Partner app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business. Registered and regulated by OJK. Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.