金汇金智云: Mobile SaaS Platform for Brokers
金汇金智云 is a mobile SaaS platform developed by jinhui financial Co.ltd for brokers using iPhones. It aims to streamline daily tasks for brokers on the go. The software comprises five main modules: Clients, My Work, Product Center, Queries, and My Profile. In the Clients module, brokers can quickly access detailed information about their clients, including basic details, assets, positions, funds, transactions, and product transfers. It supports client appointments and allows searching by name or ID. The My Work module enables brokers to view pending, completed, and pending review tasks. The Product Center module allows brokers to explore detailed product information based on product types. The Queries module enables brokers to access specific statistical information. Lastly, the My Profile module not only displays personal information but also allows brokers to view their scheduled appointments, change login passwords, and log out.
