IIS Companion is an application created for institutional and private wealth advisors, along with other Informa Investment Solutions` clients ...
IIS Companion is an application created for institutional and private wealth advisors, along with other Informa Investment Solutionsâ€™ clients operating in the investment advisory field. Informa Investment Solutions provides our clients with the right tools to ensure successful, compliant communications. The IIS Companion iPad application functionality incorporates multiple interactive charts and graphs to compare the clientâ€™s current investment mix and the proposed blend(s) suggested by the advisor. Advisor meetings include sales presentations, client updates, and portfolio reviews. Additional functionalities include manager research for advisors and an audit trail for all client meetings. In a tablet driven world, Informa Investment Solutionsâ€™ goal is to assist clients in strengthening their advisory business while satisfying rigorous compliance concerns.
Size: 2.11 MB
Price: $ 0.00
Day of release: 0000-00-0