28 May 2018
Visit response.ncr.com

BMO launches app for financial advisors

30 July 2015  |  2984 views  |  0 Source: BMO Global Asset Management

BMO Global Asset Management today unveiled a new iPad app designed to promote resource sharing and provide performance tracking for financial advisors and other investment professionals.

The app, available in the U.S., also includes a virtual briefcase feature which allows users to store their fund-related documents.

"This app puts valuable information about BMO Funds right at the fingertips of our trusted partners, who are increasingly mobile," said Barry McInerney, Co-CEO, BMO Global Asset Management. "In building this app, we paid special attention to the user interface to provide a simple, yet customizable, user experience."

Available for free through the iTunes® Store, the BMO Global Asset Management app allows users to follow the performance of their selected funds, as well as share factsheets and white papers with colleagues and clients. It also provides offline file storage which can be customized easily to suit the specific needs of each financial advisor or investment professional.

"Users can save and organize materials with the 'My Briefcase' tool – and carry all that information on their iPad®. Financial advisors can then decide what information is most important and how to present it to their clients," said Ben Jones, Managing Director, Intermediary Distribution, BMO Global Asset Management. "Using the login feature, users can share those bundled updates, insights and analyses, as each piece of content can be easily emailed to their clients."

The launch of the iPad® app follows the introduction of the BMO Global Asset Management Viewpoints website, which launched in late 2014. This microsite features a responsive design and exclusively presents the thought leadership of the firm. It features video and audio commentary from experts, including portfolio managers and market strategists, at BMO Global Asset Management.

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
Visit http://go.jumio.com/finextraAdVisit iliad-solutions.com/Visit response.ncr.com

Who is commenting?

Top topics

Most viewed Most shared
satelliteAnt Financial provides tech for China Ever...
37059 views comments | 3 tweets | 2 linkedin
Digital banking transformation creating new systemic risksDigital banking transformation creating ne...
9309 views comments | 18 tweets | 26 linkedin
MUFG to roll out blockchain payment network next yearMUFG to roll out blockchain payment networ...
7911 views comments | 13 tweets | 13 linkedin
ING opens developer portalING opens developer portal
7618 views comments | 17 tweets | 23 linkedin
PayPal and Google bind payment railsPayPal and Google bind payment rails
7423 views comments | 11 tweets | 16 linkedin

Featured job

Find your next job