Source: Pyxis Mobile
Pyxis Mobile, the leading provider of innovative wireless software that meets the diverse needs of the financial services industry, announced the availability of mAdvisor, a real-time tool that provides instant access to necessary information needed by financial advisors and consultants.
For use with BlackBerry from Research In Motion (RIM) (Nasdaq: RIMM; TSX: RIM), mAdvisor is an extension of the enterprise systems advisors have come to rely on while in the office. Pyxis Mobile has already signed the advisory arm of a top global asset management firm, validating the value of the application in its target marketplace.
Financial advisors and consultants are increasingly more mobile, requiring certain consistent and direct information to drive sales, provide exceptional customer service, and effectively manage their clients and prospects. mAdvisor lets advisors retrieve client sales and portfolio data from anywhere, via BlackBerry. They can also instantly tap into performance reports and real-time market data, providing them with the tools they need to boost sales and increase assets under management.
Professionals are able to reduce the time previously needed in the office by logging contacts, entering notes, ordering literature and overseeing their schedules while in the field, resulting in effective management of client communications. mAdvisor for BlackBerry further cuts the tether between professionals and their desk, giving them information around the clock while improving the quality of information at management's disposal.
"Financial advisors require detailed client, portfolio, transaction and account information to effectively manage their client and prospect base. We built mAdvisor with these needs in mind", said Shane Hughes, CEO, Pyxis Mobile. "The release of mAdvisor along with our 5.1 upgrade demonstrates our understanding of the specific needs of business units across the financial enterprise, by providing them with the tools to expand their mobility, and ultimately increase their assets under management."