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Assist in managing customer data, recording customer family financial data, and generating household financial reports
Help people make more appropriate money, save,
Consumption, insurance, investment and financial management
Planning to achieve a balanced, rich, happy, unrepentant life.
Assist in managing customer data, recording customer family financial data, and generating household financial reports
Table, more convenient for financial consultants to give advice and design financial planning
What's New in the Latest Version 2.31
Last updated on Jun 27, 2025
修复已知问题
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RFC财务顾问
2.31 by 保險行銷集團
Jun 27, 2025