M-Wealth is a specialized application developed by Mirae Asset Securities Joint Stock Company (Vietnam), exclusively for asset management specialists and partners who introduce customers. The application is designed to provide users with an effective tool for managing, tracking and developing customers, helping to optimize business operations and enhance the experience of cooperating with Mirae Asset.
With a friendly, easy-to-use interface and stable operation, M-Broker helps users easily perform registration operations, track performance, and update work results anytime, anywhere.
Development goals
- M-Wealth is built to support Mirae Asset's specialists and partners in introducing customers in:
- Automating the registration process and tracking customer information.
- Making customer data transparent and digital, making management simpler and more effective.
- Accelerate business growth through a detailed, intuitive performance tracking tool.
Outstanding features
1. Register and manage referral information Users can easily register to become a Customer Referrer for MAS. The registration process is clearly guided, accompanied by quick and secure information authentication.
2. Manage customer lists The entire list of customers referred by users will be displayed intuitively, helping users quickly search and classify customers according to many different criteria.
3. Track performance and results The detailed statistics and reporting system helps specialists and partners grasp the personal performance situation by day, week, month or quarter. Users can view the total number of successful referrals, transaction turnover, as well as the corresponding commissions or bonuses.
4. Data security and safety M-Broker is developed on MAS's high-security technology platform, ensuring that all customer and user data is encrypted, stored and processed according to international information security standards. Each user has a separate account with a two-layer authentication mechanism (2FA) and clear access rights management.
Benefits for users
- Convenience: Manage all customer information and performance results right on your mobile phone.
Efficiency: Instantly track sales, results and progress towards completing goals.
Transparency: Data is automatically updated, helping users verify accurate and timely information.
Professional: Modern interface, easy to use, suitable for the dynamic working style of consultants.
Security: All information is kept absolutely confidential according to Mirae Asset Securities (Vietnam) standards.
Target users
- Asset management specialists, account referral partners currently cooperating with Mirae Asset Securities Joint Stock Company (Vietnam).
- Client referral partners in customer development incentive cooperation programs.
- Team leaders, Department heads, Brokerage directors who need to monitor team performance.
User experience With M-Wealth, users can:
- Quickly log in with their existing M-Wealth account.
- Track performance reports via data tables or periodic summaries.
- Multi-platform support (Android and iOS), compatible with many device lines.