认领应用
Wall Street PhD finance guru has rolled out the first holistic goal-based financial planning analytics software that takes client and market information for investment, banking, and insurance products including annuities and provides specific recommendations for reducing risk & restructuring the portfolio and plan to meet life goals. Forget trying to beat index benchmarks - it's all about meeting goals! The mobile app format means a price point that will disrupt the planning software market.
成为钛媒体专业用户，即可查看联系方式
您是否确认要删除该条评论吗？
账号合并
经检测，你是“钛媒体”和“商业价值”的注册用户。现在，我们对两个产品因进行整合，需要您选择一个账号用来登录。无论您选择哪个账号，两个账号的原有信息都会合并在一起。对于给您造成的不便，我们深感歉意。
评论（0）