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Mobile Apps

By providing mobile access to business applications such as the CRM, financial planning tools and trading applications, firms can empower their advisors to better serve their clients, become more efficient, and ultimate increase productivity.
Aite Group
“Efficiency in Wealth Management: Increasing Advisor Mobility”, January 2009, Alois Pirker

AMP Wealth Manager

What if you could turn your financial advisors into financial confidants?

wealth_manage_iphone_update.pngEmpowered with mobile apps from Antenna, your financial advisors will have anytime, anywhere access to investment portfolio information to better service their clients and gain their trust. They can retrieve the most up-to-date account data to know exactly where their clients stand and what guidance to offer them. You’re deploying more than a mobile app, you’re deploying happiness to your financial advisors and their clients.

AMP Wealth Manager combines data from your firm’s enterprise CRM and client performance systems – giving financial advisors secure, real-time mobile access to the most common client requests, including balances, holdings, performance, gains/losses, asset allocations, earned income and cash flow.

By deploying AMP Wealth Manager, you will:

  • Increase financial advisor productivity by giving them secure, real-time mobile access to client data while away from the office
  • Give advisors a better opportunity to up-sell or cross-sell additional products and services
  • Improve quality of service for clients and enhances client confi¬dence, since advisors can instantly access the latest asset performance data during client meetings and calls and offer valuable insight into the performance of their portfolio
  • Enable advisors to better monitor and track client asset performance. Updated portfolio data is refreshed automatically, helping advisors keep pace with client asset changes in real time