First Rate Mobile™ is an iPad application that addresses the need for mobility when accessing and presenting performance information. First Rate Mobile™ provides must-have performance information at the fingertips of investment professionals. Along with its direct and simple presentation of returns, allocation and investment activity, this application will generate performance statements, giving Advisors on-the-go access to an investor's latest performance information.
First Rate Mobile's Capabilities:
- Access up to the minute performance data dynamically in a streamlined mobile application
- Present a progressive image
- Provide a portal to view client statement packages in a mobile setting
- Add dimension and options to performance presentations
- Offer a fresh, exciting view into rates of returns, allocation and investment activity
- Adhere to data security through user authentication without storing sensitive client data
CONNECT First Rate Mobile™ is accessible anytime and anywhere allowing advisors to stay connected to their business and responsive to their clients and prospects.
COMMUNICATE Advisors can use First Rate Mobile™ as their single information source or as a supplement presentation method in a client meeting. Mobile technology adds a whole new dimension to the value each investment professional brings to an investment relationship.
CONTROL Access to investor's information is secured by user authentication when downloading to mobile devices. Data is not stored or retained on the mobile device thus offering a secure environment for presenting client information. Account identification numbers are masked to ensure the privacy of sensitive performance information.