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ENSInet Mobile Rep 1.5.1

Company: Essex National Securities, LLC
Date Added: June 17, 2014  |  Visits: 115

ENSInet Mobile Rep
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ENSInet Mobile Rep helps Essex National Securities 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
    View 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 of action items from back office
Review, acknowledge and reply to action items
View critical alerts list for important notes from the back office

...and more!

AVAILABLE FOR ACTIVE, AUTHORIZED ENSINET USERS ONLY. ? NOT FOR END-CLIENT USE.
Requirements: iOS 7.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.

Requirements: No special requirements
Release Date: June 17, 2014
Platforms: iOS
Users rating: 0/10

License: Freeware Size: 9.4 MB
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