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IMSplus Mobility screenshot 1
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Description
PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be white-labeled, to better promote business and sales objectives of any Bank, Wealth Manager, Investments Professional or Broker.


Key features include:

- 24/7 access to portfolios’ valuation and asset allocation analysis, accounts’ history and drill-down capabilities
- Intuitive interface for performance display and comparisons with benchmarks for any user-defined period
- Performance break-down analysis to the asset class and instrument level
- Online trading and complete...
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