Investment Platform

1. INVESTMENT
PLAN
PLATFORM
TOOL SUPPORTS IN CARRYING OUT
THE ACTIVITIES RELATING TO THE
PROVISION OF INVESTMENT
SERVICES
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2. MARTIN MAURIZIO
LEAD DESIGNER
WWW.UXMARTIN.COM
THE PROJECT
Supports the sales staff of the Network in carrying out the
activities relating to the provision of investment services,
with a particular focus on the provision of the investment
advisory service

3. CREATE ADVISE
Whatever it is, just
go do your thing!
Then go and share it
with the users.
Maximise you
communication
CONNECT

4. FOCUS ON
THE
PROVISION
OF THE
INVESTMENT
ADVISORY
SERVICE.
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5. CLIENT
RECEPTION
PORTFOLIO
DIAGNOSIS
PREPARATION OF
THE COMMERCIAL
PROPOSAL
MONITORING OF
THE CLIENT'S
PORTFOLIO.