Discontinued App

IIS Companion

IIS Companion is an application created for institutional and private wealth advisors, along with other Informa Investment Solutions` clients ...

Discontinued App

Description

IIS Companion is an application created for institutional and private wealth advisors, along with other Informa Investment Solutions’ 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 client’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 Solutions’ goal is to assist clients in strengthening their advisory business while satisfying rigorous compliance concerns.

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Technical specifications

Version: 1.1

Size: 2.11 MB

System:

Price: 0,00 €

Day of release: 0000-00-0

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