webBroker Mobile

Wealth Management Solutions

webBroker Mobile

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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.

  • Customizable
  • Market Data
  • Client Information
  • Trade Processing
  • Company Quote
  • Real-time Headlines
  • Simple Search
  • Video Carousel
  • Multi-Lingual
  • Ready Integration with Broadridge, Thomson Reuters, Quotemedia and/or Dow Jones
  • Video Player
  • Event Notification and Alerts
  • Breaking News
  • Client 360 View (brokerage, banking)
  • IA Relationship Tool (in-Touch)
  • Executive Callouts
  • Triggers
  • Reports
  • Secured
  • Support for iPAD and other tablets using HTML5

 

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.

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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.

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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.

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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.

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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.

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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.

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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"

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.