Smart Fund FA is designed for financial advisors to manage client investment portfolios, track performance, and access advisory tools, supporting efficient client service and investment planning.
Smart Fund FA sits in PulseGate's Finance & accounting category. It assists financial advisors in managing client investments and providing portfolio insights. It is built as a B2B product for financial advisors. Smart Fund FA is free to use. It runs on the web and Android.
BANGKOK LIFE ASSURANCE PCL. builds and maintains Smart Fund FA. Key capabilities include investment portfolio management, advisor tools, and client tracking.
Latest indexed changes and source events
Other apps tracked under the same category.
