Wealth for IC
com.settrade.app.wealthic
FreeEveryone
Description
One-stop service portfolio advisory application for investment consultant (IC).
Wealth for IC is a one-stop service platform for ICs to advise on mutual fund investment plans for their clients. Highlight Features:• IC Dashboard: ICs can see clients’ portfolio overview all at once.• Client Portfolio: view a client’s portfolio balance in multi-angles.• Model Portfolio: allow ICs to propose model portfolios to clients.• Simulate Portfolio: adjust model portfolio based-on client needed. [Coming soo…
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Infobox
| Package name | com.settrade.app.wealthic |
|---|---|
| Developer | Settrade.Com Co., Ltd. |
| Category | Finance |
| Installs (exact) | 593 |
| Price | Free |
| In-app purchases | No |
| Ads | No |
| Content rating | Everyone |
| Current version | 1.0.22 |
| Requires Android | 12 |
| Released | Sep 2, 2020 |
| Last update | Sep 9, 2026 |
| Record refreshed | Oct 28, 2026 |
