NEO Advisor

This application is designed to proactively support customers in their transactions and effectively track investment recommendations all in one place. With this app, managing and categorizing customers becomes effortless. It offers a wide range of investment services and products to choose from. The app also allows for a visual tracking of work efficiency, making it easy to monitor progress and make necessary adjustments.

The main focus of this application is to provide customers with a convenient and efficient way to handle their investments. By having all the necessary tools and features in one place, customers can easily manage their transactions and keep track of their investment recommendations. This not only saves time and effort, but also ensures that customers are making informed decisions when it comes to their investments.

One of the key features of this app is its ability to manage and categorize customers. This makes it easier for businesses to keep track of their clients and provide personalized services based on their needs and preferences. By having a clear overview of their customers, businesses can better understand their target audience and tailor their services accordingly.

Another advantage of this application is its diverse range of investment services and products. This allows customers to have a variety of options to choose from, based on their risk tolerance and investment goals. With a wide range of options, customers can create a well-diversified investment portfolio that suits their individual needs.

Lastly, the app offers a visual tracking of work efficiency, making it easy for businesses to monitor their progress and make necessary adjustments. This feature provides a clear and concise overview of the work being done, allowing businesses to identify areas for improvement and make necessary changes to increase efficiency. Overall, this application aims to provide a user-friendly and comprehensive platform for customers to manage their investments and for businesses to effectively cater to their clients' needs.