Clients can check portfolio on mobile with new tool
Investors can now check the performance of their portfolios anywhere in the world and at any time with the launch of a new service from MBA.
Portreport claims to be the first service specifically designed for investment and wealth managers to send summary client valuations and reports to portable handheld devices such as an Apple iPhone or BlackBerry.
The new facility builds on the company's Speedreport client reporting service which delivers detailed client reports customised with a firm's corporate identity.
With Portreport, highlights of these reports can now be sent straight to a client's hand held device and be viewed in the same corporate format. The summary contains both text and graphic material such as pie or bar charts.
Investors can then study a detailed Speedreport valuation when they are able to access a computer.
To receive an example of Portreport on your iPhone, BlackBerry or Milestone, contact: smt@mbasys.co.uk
