- A simplified look and feel, with an intuitive, tile-like design. The newly architected application, which incorporates the latest mobile design concepts to deliver the best user experience, will take greater advantage of the iPad and iPhone touch capabilities and feature improved functionality.
- Integrated collaboration and self-service tools, including an "advisor meeting mode" to facilitate easier sharing of information with investors, the loading of portfolios, and device-to-device discussions between advisors and their clients.
- Push notifications, allowing advisors to stay up-to-date with their accounts anywhere, anytime, so they can be more productive and service their clients more effectively.
Pershing Previews Its Next-Generation Mobile Application At INSITE™ 2013
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