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What
is i-Finance?
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i-Finance
is an integrated Palm OS application specially developed
to empower Financial Professionals with important
information and tools anytime, anywhere. Designed
by experience fund managers who understand the financial
business, i-Finance
will literally
change the way you conduct your business. i-Finance
will make you more efficient and give you the competitive
advantage to close more deals. With i-Finance you
can impress your customers with in-depth market
knowledge and help them to achieve their financial
goals. |
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i-Finance
Main Features
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Information:
- Browse
latest information, market commentary and details
of all funds.
- Give
accurate and detailed fund assets and holdings
information to your market-savvy customer.
- Compare
funds' performance with a simple click!
Tools:
- Evaluate
your customer risk profile and recommend suitable
funds in 60 second!
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i-Finance
ScreenShots
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Funds
List & Introduction :
- All
funds information is listed for easy browsing.
- Click
on a particular fund to get a brief introduction.
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Commentary
& Details:
- Want
to impress your customer that you know the latest
market commentary and details of that particular
fund? Just read it from your Palm!
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Asset
Allocation & Holdings:
- All
the assets and holdings of the fund are listed
for your easy reference.
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Performance
& Chart:
- How
did the fund perform for the last 6 months?
Just a few clicks and show it to your customer.
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Evaluator
& Recommendation:
- Want
to find out your customer risk profile and recommend
them suitable products? Instead of going through
all the formular and punching your calculator,
why not let your Palm do for you?
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2000, 2001, 2002 MyVenus Communications LLC. All right reserved. |
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