Infinex Mobile Rep

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.