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投資儀表板

Name: 投資儀表板
Availability: InStock
Rating: 4 (1 reviews)

Streamline client portfolios with a unified dashboard for stocks, bonds, and insurance. Transform complex data into stunning visual reports and gain a competitive edge with secure, mobile-first asset tracking.

Key Figures

Downloads

200

User Rating

4.0/5

Total Ratings

Publisher

CheHung Liu

Empower Your Wealth Management Practice

The ultimate mobile toolkit for financial advisors and insurance professionals to manage diverse portfolios with institutional-grade precision and privacy.

Unified Multi-Asset Tracking

Consolidate stocks, bonds, and structured products into one professional dashboard with dual-currency support and automated ROI calculations.

Smart OCR Policy Intake

Stop manual data entry. Use AI-powered scanning to instantly digitize insurance policies and extract key trial balances for your clients.

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

投資儀表板 - Investment Dashboard mobile app interface showing a client's total assets, profit summary, and investment performance chart. — Investment Dashboard mobile app interface showing a client's total assets, profit summary, and investment performance chart.

投資儀表板 - Mobile app screen showing an investment dashboard with US stock, Taiwan stock, and bond portfolio performance charts — Mobile app screen showing an investment dashboard with US stock, Taiwan stock, and bond portfolio performance charts

投資儀表板 - Portfolio management screen showing a detailed table of active and exited structured investment products with stock price updates. — Portfolio management screen showing a detailed table of active and exited structured investment products with stock price updates.

Description

客戶資產管理＠分客戶追蹤所有投資組合＠月度資產明細記錄（美股、台股、債券、定存等）＠自動計算總資產、總損益、報酬率＠美金/台幣雙幣別切換顯示＠互動式走勢圖，一目瞭然掌握資產變化結構型商品追蹤＠分年度管理進行中和已出場商品＠清晰記錄本金、到期金額、損益＠自動計算年化報酬率＠完整的商品歷史紀錄公司債管理＠詳細記錄申購價格、到期日、配息資訊＠追蹤每筆債券的投資績效＠配息提醒功能（即將推出）保險保單管理＠完整記錄保單資訊、保額、受益人＠智慧 OCR 掃描：拍照即可辨識保單試算表＠支援多張保單照片批次處理＠繳費提醒功能，不錯過重要日期專業視覺化報表＠總資產走勢圖（支援時間區間篩選：7天/1個月/3個月/1年/全部）＠美股、台股、債券、定存分類卡片＠點擊/拖動查看詳細數據點＠損益表自動生成，分年度統計 iCloud 同步＠所有資料自動同步到您的 iCloud ＠在 iPhone 和 iPad 之間無縫切換＠資料安全可靠，完全屬於您適合誰使用？＠理財規劃顧問（CFP）＠保險業務員＠銀行理專＠投資顧問＠財富管理從業人員＠所有需要管理客戶投資組合的金融專業人士為什麼選擇 InvestmentDashboard？由從業人員開發，真正了解您的需求＠簡潔直覺的操作介面，快速上手＠完整的客戶資料管理，一個 App 搞定＠專業的視覺化圖表，客戶一看就懂＠所有資料儲存在您的 iCloud，隱私安全＠持續更新優化，不斷加入新功能訂閱資訊本App採用訂閱制，提供完整功能使用＠訂閱方案：月費 NT$100/月＠免費試用：首月免費試用 30 天＠自動續訂：試用期結束後自動續訂＠取消訂閱：可隨時在 iOS 設定中取消訂閱後即可無限制使用所有功能，包括：＠無限制新增客戶和資產記錄＠保單管理功能＠保險試算表辨識＠資料提醒功能 --- 法律資訊使用條款 (EULA)：https://owen1221111.github.io/investmentdashboard-legal/terms-zh.html 隱私權政策：https://owen1221111.github.io/investmentdashboard-legal/privacy-zh.html 付款將從您的 Apple ID 帳戶收取。訂閱會自動續訂，除非在當前期間結束前至少 24小時關閉自動續訂。