Beta Financial Planner is a financial platform for financial products sales and customer service. Provide a variety of financial product inquiries, customer account diagnosis report access downloads, product portfolio changes, financial information and research reports and other aspects of support tools.
[Full market financial products]: Visually query various financial products, including private placement, trust asset management, PE/VC, fixed increase, overseas wealth management, public offering, insurance, bank wealth management, etc.
[One-stop learning growth]: fund test simulation, test center analysis, big coffee skill sharing, product road show
[Ai smart business card]: visitor track query, second-degree network expansion, business card with product mall
[Transaction monitoring and reminder]: Change the account combination of the managed customer, view and download the customer account position diagnosis report, and make timely after-sales service
[A must-have tool for financial planners]: fixed investment tools, calculators, financial hotspots, weekly market interpretation, financial information, financial breakfast
