Toby Mertchant vs DataPro

Toby's new app - Toby Merchant Toby Merchant is specially designed for Toby merchants. An App that can manage all appointments and view account records anytime, anywhere. The main functions include: ・Calendars to allow merchants to clearly view all appointments from Toby, without manual management. ・Merchants can manage the time slots available for reservation in the app, and arrange reservation anytime, anywhere. ・One-stop access to merchant account records, account settlement, exchange records, etc. at a glance, and detailed reports can be downloaded. ・A variety of redemption reservation methods, including QR code, redemption number and phone number, make redemption reservations quick and easy. ・Push notifications allow merchants to receive notifications about reservation status, crediting, and discounts at any time. More new features include: merchant internal appointment management, employee management systems, etc. will be launched one after another, so stay tuned! *Toby Merchant is currently only open to Toby partner merchants. If you want to experience it, please contact the Toby customer specialist at storesupport@hellotoby.com.

DataPro 係專為香港保險及理財顧問打造嘅專業數據工作台。由強積金、投連險走勢，到醫療儲備、退休規劃、保障缺口分析，再到客戶管理同對客報告，一個 app 幫你由分析到成交一條龍。 【醫療儲備計算機 v5】 全新五步敘事式規劃，帶客戶由「保費點解會升」一路睇到「退休後邊個幫你科」。 • 逐年醫療保費走勢，計及醫療通脹 • 在職期 vs 退休期兩階段負擔，一目了然 • 一筆儲備如何滾存、代繳一世保費 • 智能建議調整：儲備缺口即時計出補足金額 【理財規劃 · 保障缺口分析】 一個流程行完，家庭、危疾、退休三大缺口即時計算。 • 隨輸入即時更新，每個數字一撳睇拆解 • 人壽缺口時間線，睇清邊一年歸零 • 退休現金流、按揭、現有資產一次過納入計算 【MPF · ILAS RADAR 基金數據追蹤】 每日追蹤強積金同投連險基金走勢同表現。 • 基金表現、年度回報、月供回報分欄比較 • 量化組合走勢一覽，一撳同客戶分享 【客戶管理中心】 所有客戶集中一個地方，唔再散落幾組儲存。 • 今日待辦、生日提醒、觸及率一頁睇晒 • 一鍵開始保障分析、輸入財務資料 【客戶專屬報告門戶】 報告唔再靠傳嚟傳去嘅 PDF，改用登入式私人連結。 • 客戶喺專屬頁面自己揀問題睇答案 • 安全、專業，內容隨時更新 適合對象：保險經紀、理財顧問、MDRT 從業員、財務策劃師。