Infinet Mobile Rep | Panload

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.