Moduit Advisor app provides Moduit Advisor Partners with the tools to stay on top of their customer management, from leads tracking, transacting to income planning. With this app, Moduit Advisor Partners can view their customer portfolio balances anytime and anywhere from their devices.
- Plan your prospect journey.
- Assist with customer financial journey.
- Guided asset allocation tool.
- Track your performance
Moduit Advisor app lets you be in control of your client’s portfolio so you will never miss an opportunity focusing on the business.
Registered and regulated by OJK
Moduit is listed as a licensed APERD and Financial Advisor, registered and regulated by OJK.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Enhanced Advisor with the new Equity feature and improved content and display on the DBS transaction history page.
Version 2.2.0
The developer, Moduit Digital Indonesia, PT, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Contact Info
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Location
Contact Info
User Content
Identifiers
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
Privacy practices may vary based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Provider
Moduit Digital Indonesia, PT
Size
50.7 MB
Category
Finance
Compatibility
Requires iOS 15.1 or later.
iPhone Requires iOS 15.1 or later.
iPad Requires iPadOS 15.1 or later.
iPod touch Requires iOS 15.1 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
