New York-based Spectra Securities Software has launched wireless products for market data and account inquiry under its Wealthware solution brand in an initiative to offer mobile and PC-based information delivery from a single platform.
Spectra's integrated wireless and Web-enabled solutions allow financial advisors to provide personalised service to their clients, says the company.
Advisors using the service can access relevant news and information, look up the portfolios of clients affected by market-moving news, and send recommendations directly to each client on Web-enabled cell phones, personal digital assistants (PDA), RIM pagers, or other wireless devices.
John McLeod, president and chief executive officer of Spectra Securities Software, says: "The integration of portfolio, CRM, and market data with actionable alerts is an exciting new offering for the industry. With continued market volatility and declining margins, we believe Spectra's offering will become an important part of the advisor's tool set."