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Infinex Mobile Rep

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APP DESCRIPTION:

Run this app named Infinex Mobile Rep or download it using ApkOnline. You can do it using our Android online emulator.

Infinet Mobile Rep helps Infinex Financial Group 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 e-mail 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 and Infinet service request status

...and more!

AVAILABLE FOR ACTIVE, AUTHORIZED INFINET USERS ONLY. NOT FOR END-CLIENT USE.



Run or download Infinex Mobile Rep using our android online emulator from ApkOnline.net