| PORTFOLIO &STOCK HOLDER SYSTEM FOR A/E & RUNNER SYSTEM | |||||
| 投資顧問的客戶資料管理系統 | 衹售HK$15,000/不限AE | ||||
| 本系統可從主系統取有關RUNNER之客戶交易資料,經聯網方式傳送到投資顧問的電腦,從而在投資顧問的電腦裡作即時查閱有關個別客戶的資料.可以索閱的資料,包括: | |||||
| 客戶存倉最新狀況; | 客戶之交易史---可長期累積資料 | ||||
| 客戶之投資組合; | 倉客更顯示按倉餘欠 | ||||
| 系統備有限制非授權人士進入使用資料.甲AE不能查乙AE資料. | |||||
| 使用本系統之要求: | 要先有PFS-STOCK-N即5.x版. | ||||
| AE (RUNNER)之查閱方法同一般使用法,不設專門訓練. | |||||
| (SB-12) CAR (Client &Runner) | |
| a PORTFOLIO & STOCK HOLDER SYSTEM FOR RUNNER | |
| This system is an extension of user password control system to include AE as the system user. Once AE are included and they can use the enquiry function as other management staffs. However, limitation is imposed to client’s information and only those client are grouped under the AE will be available for review. | |
Price:-CAR HK$15,000/unlimited AE |
|
| Works with PFS-STOCK-N, | no specific training for AE. |