理财顾问助手-专业理财顾问的专业工具
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理财顾问助手-专业理财顾问的专业工具

Price
Free
Category
Finance Business
Last update
Jul 14, 2021
Publisher
Beijing Niutoubang Technology & Consulting Co., Ltd. Contact publisher
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Description

273 chars

理财顾问助手,是FA Lab为理财顾问量身定制的知识管理和查询的辅助工具,提供金融相关词汇、资讯、案例等实务性内容及资讯服务。从「资讯」到「词典」,精准贴合理财顾问工作使用场景。 理财顾问实务实验室(China Financial Advisor LAB ,简称“FA LAB”),是牛投邦旗下负责研究全球财富管理行业最新理论、模式、实践、工具的专业社群。 FA LAB由行业资深观察者、思考者和实践者组成,通过系统研究和实践,结合FA LAB的科技、运营、编辑等支持团队,形成信息、书籍、工具等多种具有实战效用的成果,最终服务投资理财行业。

Screenshots

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