【實用財經app】EF Select|最夯免費app

Think Efficient. Realise Potential.Efficient Select connects you to your asset manager instantly anywhere and anytime.Individual benefits: Analyse your Risk Profile for instant categorization of your risk tolerance. View fund information and all data and statistics pertaining to Efficient Select Investments in your risk categories.Advisor benefits: Manage your clients with a user friendly application including a Risk/ Return analysis, Investment Report, Product and Fund information, as well as the ability to record meetings. With a slide of a screen you can handle all of your clients' tailored needs therefore greatly increasing your efficiency.Features:• Risk Profiler Tool and Instant Report generation.• 
Updated Fund Fact Sheets, Investment Packs and House View Documents • Easy-to-use recording device, Client Management Tool • Fund Risk Categories and descriptions (Risk/Return and Asset Classes) • Links to Live Twitter feed, Facebook and webpage

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