RankMF Partners 4+
Samco Securities Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
RankMF Partner app is a comprehensive solution designed to empower our esteemed business partners with efficient tools to manage their client relationships and business operations. With a user-friendly interface, the app allows you to:
View Client Details: Easily access and manage detailed client profiles, including personal information, investment history, and account status, all in one place.
Track Investments: Stay on top of client portfolios by monitoring their investment performance in real-time, with detailed insights and analytics to help guide your advisory services.
Add New Leads: Quickly capture new business opportunities by adding and tracking potential clients and leads. Organize them based on their status, interests, and follow-up actions.
Initiate Transactions: Effortlessly initiate transactions on behalf of your clients, whether it's making an investment, processing a withdrawal, or transferring funds—all securely within the app.
With robust features designed to streamline your workflow and enhance client engagement, this app helps you stay organized, responsive, and efficient in managing all aspects of your client relationships and transactions.
App Privacy
The developer, Samco Securities Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
- Contact Info
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Samco Securities Limited
- Size
- 19 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Samco Securities Limited
- Price
- Free