Account package for professionals

THE ACCOUNT PACKAGE FOR

A team of professionals who wish to provide investment services through the Stockbook platform includes:

– Broker – Stock brokers who provide investment advisory services on stock trading
– Wealth Advisor – investment advisors and personal financial managers
– Financial Health Coach
– Portfolio Managers – portfolio management professionals

BENEFITS OF JOINING

– Be supported to create the page of introducing their expert Profile
– Can use the DStockbook platform to help manage connections with the community of potential investors, and manage customers using the service, including sales activities, consultancy and asset management, and service fees collection.
– Be supported to create a specialized community to provide exclusive consulting services for customer groups
– Be provided with Dlink tool to integrate interactions with customers via chat, Autofeed and noti, and Video and iVND

CONDITIONS FOR USE

Professionals who meet quality standards provide services and are approved by STOCKBOOK phê chuẩn

CHANNEL FOR REGISTER

Please register here