webBroker Mobile
Financial Institutions realize the market need for mobility for both the customer and advisors alike. Marketware responded by extending the robust and reliable webBrokerPlus functionality to mobile devices.
Flexible Design
Layout responds to the users orientation (vertical or portrait). Menus can be removed for a full screen viewing area for maximum reading area.
Video
Play a single video editorially selected from clients' Network source, Internal Wealth Management Editorial Collections and other sources directly within your iPAD or Mobile Web portal.
Company Quotes
Integrate with market data vendor of choice to provide for financial details for a company of interest – quote, stock chart, P/E ratio, 52-week high/low, and other key measures - into your mobile portal web portal.
Account Information
Integrate with back-office and/or internal applications for a complete view of account data and activity- into your mobile portal. Real-time access to balances, positions, account activity.
Trade Activity and Status
Integrate with back-office and/or internal OMS for order entry, trade activity, history and trade status - into your mobile portal.
Real-Time Interface for Orders
Order Entry templates for stocks, Options, M-Funds, Bonds, etc. Integrates into current OMS or back-office functions. Multiple markets can be supported.
In-Touch - Video Messaging
Facilitate delivery of video messages or webcasting and Forum allowing online communication between Investment Advisors (IAs) and their clients over a secured internal network (subject to internal compliance of the financial institution). Using this "Marketware concept", Financial Institutions can take advantage of a mobile portal to enhance communication to clients while providing IAs with a way to keep "in-Touch"
President-elect Joe Biden’s proposed stimulus package is comprehensive and will likely help to move the economy forward, but direct payments could be better targeted to those in need, say Wharton experts.
In this opinion piece, David Erickson explores how the market for special purpose acquisition companies (SPACs) exploded in 2020 and what may happen in the future.
U.S. President-elect Joe Biden’s promise to forgive student debt might have the unintended consequence of worsening economic inequality, according to new research co-authored by Wharton’s Sylvain Catherine.