Moduit Advisor 4+

Your Digital Investment Tool

Moduit Digital Indonesia, PT

Designed for iPad

    • Free

Screenshots

Description

Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor 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 Advisor 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.

What’s New

Version 1.0.7

We've made several bug fixes to improve performance and stability. Update now for a smoother experience!

App Privacy

The developer, Moduit Digital Indonesia, PT, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Diagnostics

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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