Infinet Mobile Rep

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.