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Key Features

24/7 access to portfolio valuations and asset allocation analysis, drill-down capabilities to the transaction level and history

Service for corporate news and marketing campaigns

Intuitive interface for performance display and comparisons with benchmarks for any user-defined period

Performance analysis by client and portfolio level

Online trading and complete order management at any time and from anywhere

Real-time position, market data and alerts about portfolios, products, etc.

Watchlist functionality

Clients’ reports, statements, market commentaries and house analyses become available on-the-go

Location-based services for branch and service point information

Quick access buttons to perform actions linked with emails, phone calls and text messages

Compliant with the highest security standards in mobile application development, including geofencing, lock-on-shake and more

Natively developed for the iPhone, iPad and Android smartphones and tablets

Benefits

Enhances client experience while providing greater convenience and flexibility

Boosts productivity and simplify portfolio management tasks

Provides tailored services per client segment while improving cost-to-income ratio

Enables your client-facing staff to focus on building more effective client relationships

Improves transparency levels and reinforce clients’ trust

Why IMSplus Mobility?


IMSplus Mobility enables Investment Management professionals and investors to have unrestricted access to appropriately authorised data and documents, whenever and wherever needed.