Icon of program: ENSInet Mobile Rep

ENSInet Mobile Rep for iOS

By Essex National Securities, LLCFree

Key Details of ENSInet Mobile Rep

  • ENSInet Mobile Rep helps Essex National Securities registered representatives manage clients, sales and accounts in a secure, easy-to-use mobile...
  • Last updated on 6/8/2016
  • There have been 9 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)

Enlarged image for ENSInet Mobile Rep

Developer's Description

By Essex National Securities, LLC
ENSInet Mobile Rep helps Essex National Securities registered representatives manage clients, sales and accounts in a secure, easy-to-use mobile...
ENSInet Mobile Rep helps Essex National Securities 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 and ENSI service request status...and more!AVAILABLE FOR ACTIVE, AUTHORIZED ENSINET USERS ONLY. NOT FOR END-CLIENT USE.

Full Specifications

GENERAL
Release
November 14, 2011
Latest update
June 8, 2016
Version
2.0
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with: ipad2wifi, ipad2wifi, ipad23g, ipad23g, iphone4s, iphone4s, ipadthirdgen, ipadthirdgen, ipadthirdgen4g, ipadthirdgen4g, iphone5, iphone5, ipodtouchfifthgen, ipodtouchfifthgen, ipadfourthgen, ipadfourthgen, ipadfourthgen4g, ipadfourthgen4g, ipadmini, ipadmini, ipadmini4g, ipadmini4g
POPULARITY
Total Downloads
0
Downloads Last Week
0
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