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ENSInet Mobile Rep for iOS

Developer's Description

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

What's new in version 2.0

Completely redesigned to take advantage of the latest iOS software and make navigating faster, smoother and easier! New Dashboard with interactive charts tracking your individual and team progress New interactive performance charts New Licensing section listing current, pending and expired licenses and appointments Updated service request status with processing time and time it took to complete Updated calendar including filtered task and events list that can be quickly retrieved from the main calendar

General

Release June 8, 2016
Date Added November 14, 2011
Version 2.0

Operating Systems

Operating Systems iOS
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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