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Teddy 360°

Name: Teddy 360°
Availability: InStock
Rating: 5 (1 reviews)

Scale your practice with seamless access to 100+ financial products from 30+ institutions. Designed for experienced advisors to masterfully serve both individual and corporate clients in one centralized platform.

Key Figures

Downloads

User Rating

5.0/5

Total Ratings

Publisher

Teddy Solucoes Financeiras Ltda

Everything You Need to Scale Your Financial Practice

The ultimate digital back-office for independent bankers and advisors to manage 100+ products and serve both business and individual clients from a single platform.

Unlimited Product Portfolio

Access 100+ specialized products from 30+ partner institutions to meet every client need without the hassle of multiple contracts.

Hybrid Client Ecosystem

Effortlessly manage both Individual (PF) and Corporate (PJ) clients through a centralized dashboard optimized for professional mobile use.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Teddy 360° - Main dashboard of the Teddy 360 app displaying pending and approved financial transactions and client lead status. — Main dashboard of the Teddy 360 app displaying pending and approved financial transactions and client lead status.

Teddy 360° - Mobile interface of the Teddy 360 app showing real estate credit simulation details for financial professionals — Mobile interface of the Teddy 360 app showing real estate credit simulation details for financial professionals

Teddy 360° - Teddy 360 mobile app screen showing options to generate a new financial proposal — Teddy 360 mobile app screen showing options to generate a new financial proposal

Teddy 360° - Teddy 360 mobile app interface showing real estate financing proposal details and status tracking — Teddy 360 mobile app interface showing real estate financing proposal details and status tracking

Teddy 360° - Teddy 360 app screen displaying a list of individual clients in the digital portfolio management interface — Teddy 360 app screen displaying a list of individual clients in the digital portfolio management interface

Description

Bancários autônomos (com mais de 3 anos de experiência), correspondentes bancários ou assessores de investimentos poderão aderir à plataforma da Teddy 360º; A Teddy 360º fornece suporte, treinamento e acesso de mais de 100 produtos e serviços em cerca de 30 instituições parceiras; Business Bankers começam a captar clientes e realizarem atendimentos para os segmentos PJ e PF.