We live in an increasingly mobile world. People are used to being able to do just about any transaction through their
Mobile investment portfolio management is the next step in the evolution of online banking.
That's why we're excited to launch our newest mobile app: MyPortfolioView (MPV), which provides clients an easy and secure way to manage their investment portfolios remotely.
MPV complements the online version of MyPortfolioView that we have long offered, which enables institutions to integrate investment program information into their existing websites. With the MPV mobile capability, investment clients can now access full information securely through a mobile device.
Banks and credit unions can use their own
branding, logo and color scheme when offering MPV mobile to customers.
It's also award-winning! MyPortfolioView Mobile just won a Technology Innovation Award from the Bank Insurance & Securities Association (BISA). We're so honored by this recognition!
If your broker-dealer isn't providing you the mobile, online, and remote delivery tools you need to keep up with mobile clients, please give us a call. Let us show you "the power in the palm of your hand!"