繁體中文  
 
Nothing is a waste of time if you invest wisely!  
Company | Membership | Professional Training | CPD/CPT Training | Professional Designations | Degree Courses | Financial Advisory Software | Contact

Home > Financial Advisory Software > Portfolio Designer™  > Subscribe Full Version

Subscribe Full Version

Please contact us by:

  Hong Kong Office
Tel: (852) 3679 3635 or 6681 3387
Fax: (852) 3585 1285
Email: cs@hkife.com
Website: http://www.hkife.com

 


 

 

 

 

 

 

 

 

 
 

As a financial planner who has worked in Australia and Singapore for 15 years, I have
long recognized the need for more sophisticated ways to develop and manage clients' investments portfolio. The SENTRYi Portfolio Designer has helped me analyse and sort out hundreds of funds in minutes that would have taken me over an hour previously. More importantly, there are few tools in the market place that can tell me the risk of a portfolio as well as potential upsides. This product has certainly made me a more effective investment advisor to my clients.

Donald Soo,
ASP Financial Planners - Singapore

 

More Testimonials

© 2008 Hong Kong Institute of Financial Education Limited. All Rights Reserved.