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Placemark Investments implements Pyxis Mobile software

30 July 2007  |  1989 views  |  0 Source: Pyxis Mobile

Pyxis Mobile, a leading provider of wireless investment software, announced that Placemark Investments, the investment industry's largest independent provider of active overlay portfolio management services, has selected Pyxis Mobile's mWholesaler to connect its Advisor Sales Teams to real-time enterprise data, from anywhere, at any time.

Pyxis Mobile's software is installed at 27 of the top 50 investment management firms in the United States.

Placemark, which manages over $7 billion in assets, offers custom investment solutions, working with managed account sponsors to develop unified managed account (UMA) programs to meet the needs of financial advisors and their clients, while at the same time leveraging the sponsors' existing operational infrastructure and preferred investment managers and products.

Pyxis Mobile's mWholesaler will enable Placemark Investments' sales consultants to remotely access to contact details from existing sales and CRM systems, view internal sales reports and information, and add activity history, contacts, calls, meetings, etc.

"Our Advisor Sales group is dedicated to educating the financial advisor about the unique features and benefits of a UMA. mWholesaler allows them to have instant access to information and reports, which is critical to our sales process," said Richard Dion, Chief Operating Officer, Placemark Investments. "While the advantages to our sales initiatives are obvious, we also see an opportunity to expand the program and enable more effective collaboration between our service and portfolio management professionals and their counterparts at our sponsor firms."

Pyxis Mobile's mWholesaler provides wholesalers with instant access to high quality information from across the enterprise due to the direct integration of sales and CRM systems to the handheld device. It also allows reps to complete their administrative tasks right at the point of contact, decreasing the need to stop into the office or rely on inside sales reps and increasing the quality of information at management's disposal.

"We are focused on helping financial services firms raise productivity and drive business through the use of our wireless applications specifically designed for the mobile user," said Shane Hughes, President and CEO of Pyxis Mobile. "mWholesaler provides Placemark Investments' mobile professionals access to real-time customer contact and sales information, and allows them to manage their accounts while on the road. This will ultimately increase their operational efficiencies by putting the information they need instantly at their fingertips, making their time more focused and proficient."

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