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

Infinet Mobile Rep

by Infinex Investments, Inc.

What is it about?

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

App Details

Version
2.4.1
Rating
(1)
Size
41Mb
Genre
Business Finance
Last updated
May 30, 2019
Release date
November 15, 2011
More info

App Screenshots

App Store Description

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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