19 October 2017
visit www.response.ncr.com

Triad Securities introduces mobile portfolio reportng

25 February 2010  |  1195 views  |  0 Source: Triad Securities

Triad Securities is pleased to announce the rollout of their new mobile enabled portfolio reporting.

Clients can now securely access and view their P&L, positions, moneyline, transactions, and new issue information from the convenience of their mobile phone.

"Whether you are on the go or just away from your desk you can always access your account via your mobile phone. Trading and account information are now always on hand lending some peace of mind. You can even see our latest information on IPOs and secondaries."

- Richard Schultz, President, Triad Securities Corp.

The mobile site features an intuitive menu for simple navigation and streamlines data for swift viewing. There are three portfolio reporting sections available: 1) Positions - currently held securities with share amount, current price, and market value, 2) Moneyline - cash, margin, and fund balances, current and previous net worth, SMA, buying power limits, and buying power by security type, 3) Transactions - view all trading activity within a specified date range. The P&L reporting is viewable by security and in aggregate levels both realized and unrealized in daily, monthly, year-to-date, and inception-to-date timeframes.

The mobile site is optimized for the iPhone, BlackBerry, and other mobile phones with integrated web browsers. Users simply point their mobile browser to: triadsecurities.com, whereupon the site automatically detects the mobile device and accordingly displays the mobile version of the reports.

Comments: (0)

Comment on this story (membership required)

Related blogs

Create a blog about this story (membership required)
visit www.innotribe.comvisit www.capgemini.comvisit www.vasco.com

Top topics

Most viewed Most shared
Ripple looks to drive bank adoption with $300m XRP rebate programmeRipple looks to drive bank adoption with $...
15640 views comments | 12 tweets | 4 linkedin
Swift positive on blockchain, but big challenges remainSwift positive on blockchain, but big chal...
8806 views comments | 16 tweets | 22 linkedin
satelliteGates Foundation backs Ripple collaboratio...
7904 views comments | 13 tweets | 10 linkedin
IBM uses blockchain to improve cross-border payments processingIBM uses blockchain to improve cross-borde...
7044 views comments | 9 tweets | 17 linkedin
Santander InnoVentures leads $6m funding round for Mexico's ePesosSantander InnoVentures leads $6m funding r...
6177 views comments | 6 tweets | 3 linkedin

Featured job

Competitive base + commission + benefits
New York City, NY - USA

Find your next job