iPhone app Infinet Mobile Rep

Infinex Financial Group Mobile Rep helps Infinex registered representatives manage clients, sales and accounts in a secure, easy-to-use mobile interface.

--Manage Clients--

List current and prospective clients for reps and sales teams with:

Current assets

Address, e-mail & phone

Search for clients and related clients

Call, write an email or get directions from client screen

Create appointments and review previous appointments

Create and review important client notes

--View Accounts & Assets--

View current account values, including holding detail for:

Brokerage accounts

Fixed & Variable annuities

Direct mutual funds

REITs and other products

Look up current intraday values for equities

--Get Reports--

Generate quick performance reports for portfolio or specific accounts:

MTD, QTD, YTD performance over time

Top/Bottom holdings performance

Portfolio snapshot

View top clients

Total rep assets under administration by product/product company

Get current appointment status

--Manage Sales--

Set and get status of personal and team MTD/YTD sales goals

See recent sales

Receive immediate notifications for and review, acknowledge and reply to action items from back office

Review documents an service request status

.and more!

AVAILABLE FOR ACTIVE, AUTHORIZED INFINEX USERS ONLY.
NOT FOR END-CLIENT USE.,

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