Infinet Mobile Rep 2.4.1

Infinex Investments, Inc. ❘ Freeware ❘
iOS

Versão mais recente
2.4.1 Seguro para instalar

Report a Problem

Esta não é uma forma de download!

O banco de dados de programas do UpdateStar é mantido pelos usuários, para os usuários.
Com o seu apoio, você pode ajudar outros usuários a manterem seus programas atualizados. Preencha os campos que estejam incorretos ou desatualizados. Iremos verificar e avaliar a sua contribuição o mais breve possível.
Obrigado por apoiar a UpdateStar!

Título:

Categoria:

Requisitos

Android

iOS

Windows

Mac

Linux

Licença:

Editor:

URL do editor:

Descrição:

The Infinex Financial Group Mobile Rep provides a secure and user-friendly mobile platform for registered representatives to efficiently manage client information, sales activities, and account details.

Manage Clients
<ul>
<li>Access a comprehensive list of current and prospective clients, including relevant details such as current assets, contact information, and address</li>
<li>Facilitate communication by initiating calls or emails directly from the client screen, or obtaining directions</li>
<li>Schedule and review appointments, maintaining a record of previous interactions</li>
<li>Create and monitor important client notes for better relationship management</li>
</ul>

View Accounts & Assets
<ul>
<li>Monitor real-time account values, including detailed holdings across various investment types such as brokerage accounts, fixed and variable annuities, direct mutual funds, REITs, and other products</li>
<li>Retrieve current intraday market values for equities</li>
</ul>

Get Reports
<ul>
<li>Generate performance reports for individual portfolios or specific accounts, covering metrics like month-to-date (MTD), quarter-to-date (QTD), and year-to-date (YTD) performance over selected periods</li>
<li>Identify top and bottom performing holdings within portfolios</li>
<li>View comprehensive portfolio snapshots for a holistic overview</li>
<li>Access information about top clients and total assets under management categorized by product or product provider</li>
<li>Check the status of upcoming or scheduled appointments</li>
</ul>

Manage Sales
<ul>
<li>Set and track progress toward personal and team sales goals for MTD and YTD periods</li>
<li>Review recent sales activities promptly</li>
<li>Receive immediate notifications related to back-office action items; review, acknowledge, and respond accordingly</li>
<li>Monitor the status of documents and service requests efficiently</li>
</ul>

Additional features are available to enhance workflow management and client servicing.

This application is available exclusively to active, authorized Infinex users. It is not intended for end-client use.

Tags:

Breve descrição:

Versão instalada desconhecida?

Versão atual:

URL para Download:

URL para download direto:

URL para compra:

Ícone da URL:

Capturas de tela 1 URL:

Capturas de tela 2 URL:

Capturas de tela 3 URL:

Capturas de tela 4 URL:

URL do arquivo PAD:

Comentários:

Seu e-mail:

Boletim informativo:

Por favor, digite seu endereço de e-mail, para que possamos contatá-lo, no caso de surgir alguma dúvida sobre sua contribuição. Nunca iremos fornecer seu endereço de e-mail para terceiros.

Capturas de tela (Clique para ampliar)

Relacionado

Catalyst FP

The Catalyst Financial Partners mobile application offers clients streamlined access to essential features available through the Client Portal.

Commercial Bank Video Banking

The Commercial Bank Video Banking application provides a secure platform for users to engage with trusted financial professionals remotely.

Osaic Events

This platform offers a comprehensive environment tailored for independent financial professionals to enhance their professional development.

Rams Petroleum

Access your account information at your convenience, anytime and from anywhere. Key Features: Check the most up-to-date fuel prices Review your EFT details Examine your latest invoice specifics Access sales history and other …

Space by New Age Alpha

Space is developed utilizing New Age Alpha’s h-factor methodology, an actuarial-based approach designed to identify and mitigate potential investment pitfalls within a portfolio.

Versão mais recente
2.4.1

Downloads seguros e gratuitos verificados pelo UpdateStar

Mantenha-se atualizado
com o UpdateStar gratuito.

Últimas revisões

	OBS Studio Software de transmissão ao vivo poderoso e versátil para criadores.
	WhatsApp Fique conectado com o aplicativo de mensagens WhatsApp
	Microsoft Teams for Desktop Aprimore a colaboração com o Microsoft Teams para desktop
	Java SE Development Kit Poderosas ferramentas de desenvolvimento Java da Oracle
	Nero Burning ROM Nero Burning ROM: O melhor software de criação de discos para Windows
	Autodesk App Manager Gerencie com eficiência seus aplicativos da Autodesk

Downloads mais populares

	UpdateStar Premium Edition Manter seu software atualizado nunca foi tão fácil com o UpdateStar Premium Edition!
	Google Chrome Navegador da Web rápido e versátil
	Microsoft Edge Um novo padrão na navegação na Web
	Microsoft Visual C++ 2015 Redistributable Package Aumente o desempenho do seu sistema com o Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft OneDrive Simplifique o gerenciamento de arquivos com o Microsoft OneDrive
	Microsoft Visual C++ 2010 Redistributable Componente essencial para executar aplicativos do Visual C++