SAPHIR AM

Mobile version of the management application used by SAPHIR ASSET MANAGEMENT SA and designed by GED TECHNOLOGIE, SAPHIR AM is a platform intended for customers and any other institution wishing to market SAPHIR products.
It offers 03 distinct spaces namely:
A.
General space: (accessible to anyone who downloads the mobile application from the Play Store)
- Presentation of sapphire
- Presentation of the funds (the fact sheet of the fund with the advantages of investing in this fund, the investment objective and policies, the risk and return profile, etc.)
- Performance to date
- Previous year performance
- Outstanding performance
- Dividend distributed
- Matching yield
- List of deposit accounts
- How to open a sapphire account?
- vl history with graph
-Contact
- List of distributors
- Yield simulation (to have an estimate of its gain and its performance according to the chosen criteria)
B.
Customer area:
- Portfolio with cump and +/- value over a period
- Performance of the client's portfolio
- Periodic account statement
- Display of the last vl and cash balance
- Customer follow-up status
C.
Distributor space
- Allow distributors to consult the status of subscriptions and redemptions made over a period with commissions

Page navigation:

• < Prev
• Next >