Custom Mobile Apps: Get the first mover advantage
Leverage mobility solutions for anytime, anywhere access to investors, research data, stock market analysis, and investment catalogs to engage clients and add value to their portfolio. Make timely investment decisions in compliance with regulations to safeguard clients and maximize profit. Make use of the smartphone’s inherent UI capabilities to present information in a rich interactive manner.
We helped a client build and launch an innovative web and mobile solution that brought advisors and asset managers/other providers together through an independent, confidential channel where advisors could harness valued provider information and curate it, along with their own content, to help build sustainable relationships with their clients.
The solution provided a clean, intuitive interface with extensive tagging, search and reporting functions that enhanced and deepened the relationship between the providers and financial advisors.see case study
- Customer Engagement Apps
- Analytics and Reporting Dashboards
- Mobile Portfolio Management Solutions
- Higher Investor Confidence
- Increased business opportunities
- Instant data access for informed decision making
Have questions about technology, platform, process, pricing? Our expert solution advisors will be glad to help you!