ID1531441871简短描述
AdvisorDashboard-AmericanTrust
大小38011904kb最新更新2024-03-06 02:15:45最新版本12.0首次发布2020-10-02 07:00:00类别
Business 价格免费aid169742406
应用介绍
PartnerLens from American Trust is a dashboard for 401(k) advisors. Using plan data, PartnerLens gives real-time data visualization for an advisor’s entire book of business with American Trust. Each representation of data is dynamic, responding to user selection so that plans can be analyzed at both a micro and macro level.