HD Advisor

HD Advisor is an application for HDS Financial Advisors, Customer Service Representatives, and Sales Partners, supporting customer management, product and service research, and business activity tracking on a centralized platform. Key features include: • Customer Management Search customer information, track transactions, and manage assets, supporting more efficient customer consulting and service. • Product Information Search Search market information and products such as stocks, bonds, and open-ended fund certificates; and support transaction operations for customers. • Sales Management Tracking sales, KPIs, and business performance; researching product documents, policies, and sales support content. HD Advisor aims to centralize the necessary tools for consulting teams, customer service representatives, and partners, helping to improve work efficiency and customer service quality.