answersLogoWhite

0

APP wealth management module for traditional securities companies

The brokerage business of traditional securities firms is dominated by stocks, and the traditional marketing mode of wealth management is also dominated by the offline marketing of investment consultants or wealth consultants.With the popularity of the concept of wealth management and the rapid development of the internet in recent years, more and more securities companies are aware of the great gap between themselves and domestic and foreign financial institutions such as banks and trusts in terms of wealth management services, and are aware of the need to improve the use experience of APP wealth management module and the design of APP wealth management module to reduce the possibility of user loss.The expansion space of securities wealth management business and brokerage business such as stocks are mainly transactions realized by APP. The functional framework, interface and interactive design of APP wealth management module are important factors affecting users' purchase of wealth management.

Content of financial management module

Different securities firms classify their wealth management products slightly in terms of APP interface design. The wealth management module usually includes sound wealth management, public funds, private funds (private funds should meet the suitability assessment), fixed assets, etc.The public funds include monetary funds, equity funds, hybrid funds, bond funds, short-term wealth management funds and QDII funds;Fixed income assets usually include income certificate, asset management fixed income, trust products, etc.Due to the different positioning of each securities firm on the concept of wealth management, the financial management module in the APP design has slightly different segments and regions, but the securities firm basically divides the financial management module into the bottom navigation tag.For users, the classification of APP wealth management module interface design is not clear, and sometimes it is not convenient for them to check or understand the type of wealth management products purchased.

Poor self exploration of wealth management module users

Users will encounter poor experience when exploring the wealth management module on their own, and many doubts require the guidance of customer service and investment advisers. Users usually purchase wealth management products under the guidance of wealth advisers or investment advisers, and lack of promotion factors that guide users to explore and purchase their own experience. At present, most users of the APP wealth management module of securities firms are facing this problem,This makes the sales of wealth management products of securities companies more dependent on human resources such as investment consultants or wealth consultants to recommend and guide users to purchase, which not only increases the operating costs of securities companies, but also increases the time cost of user communication.This is LEON. If you have any questions about the development of Internet securities trading APP, please contact me

Wechat:18909405083

Whats app:+44 07759650719

User Avatar

leon yu

Lvl 3
4y ago

What else can I help you with?

Related Questions

Best Forex Trading Platforms In India?

Best Forex Trading Platforms In India


Best Forex Trading Platforms India?

Best Forex Trading Platforms India


What are the best copy trading platforms for beginners?

For Beginners, the best platforms are Market101, Zulutrade, and eToro. Super easy to use.


What is binary trading in forex?

Binary trading options are an innovative way of profiting from the financial markets, without necessarily having a trading or financial background. My suggestion the best binary Forex trading company Greenvault FX


What is the best website for Forex trading?

There are many brokers out there to choose for your successful Forex trading such as Admiral markets, FXCM, Alpari, Greenvault FX, FXPro,etc... so try to choose a trusted Forex broker by evaluating their services and also who satisfy your needs.


What are the best binary options Australia platforms for trading?

Some of the top binary options trading platforms in Australia include HighLow, IQ Option, and Binary.com. These platforms offer a range of assets to trade, user-friendly interfaces, and competitive fees. It's important to research and compare different platforms to find the one that best suits your trading needs.


What are day trading platforms and what is the best way to use them to benefit me.?

Day trading platforms are tutoring classes you can take to teach you what you need to know about trading. And these classes teach you the right ways to trade without losing money!


Which prop firms offer the best trading platform?

They are: Hola Prime: Offers 5 advanced trading platforms MetaTrader 5, MetaTrader 4, cTrader, Match Trader, and DXTrade. FTMO: Offers 4 trading platforms: Meta Trader 5, Meta Trader 4, DXTrade, and cTrader. These two prop firms offer the maximum number of best trading platforms out there.


Where can you find information about the best place to invest funds?

You can find information about the best place to invest funds on Wikipedia or on investment trading platforms like Etoro, Binary Options trading, and Forex Trading.


Which copy trading platforms are reliable and have the best customer reviews in 2024?

Based on customer reviews in 2024, reliable copy trading platforms include Market101, CopyRack, and ZuluTrade. These platforms are praised for their user-friendly interfaces, solid performance, and strong customer support.


What are the best platforms for copy trading with no inactivity fees and quick deposits?

When seeking copy trading platforms with no inactivity fees and quick deposits, Market101 and CopyRack stand out as top choices. Both platforms offer user-friendly interfaces, a diverse range of master traders to follow, and efficient deposit processes, ensuring a seamless trading experience.


How should one choose a Forex trading firm?

Today the web offers many different trading platforms on which is also possible to trade Forex. Trading platforms should be chosen based on the user preferences. The best method is to try out different demos and see which one is the preferred.