Finantix Launches iPad Apps for Wealth Management and Financial Planning

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Native iPad applications provide a compelling user experience and increased advisor productivity

Finantix
Our advisory apps for the iPad and iPhone offer dramatic benefits in terms of sales, quality of service and productivity. Client interactions become more collaborative, with clients and advisors able to share an engaging planning experience.

Finantix has launched applications for financial advisors and individual investors that will natively run on Apple iPads. The apps cover key elements of the advisory value chain: financial planning, portfolio analysis, order management, alerting, client reporting. They leverage the full power of the iPad: a highly visual and interactive experience, ease of use and the immense appeal of the device.

Alessandro Tonchia, founder and director of Finantix - http://www.finantix.com - analyses the significant business impact of this technology. "Our advisory apps for the iPad and iPhone are a joy to use and offer dramatic benefits in terms of sales, quality of service and productivity. Client interactions become more collaborative, with clients and advisors able to share an engaging planning experience. Additionally, monitoring financial events on a device that is designed for immediate and high-quality communication will greatly increase the productivity of advisors and their ability to reach out to clients in timely and intelligent ways."

The iPad apps complement the Finantix wealth management suite - http://www.finantix.com/wealth.html - which is recognised by analysts as one of the leading solutions in both the mass affluent and high net worth segments.

Finantix software is explicitly architected for multi-channel delivery. It is used by advisors, clients, branch employees and call centre agents. In addition to the iPad, it supports the Web, Flash widgets and the iPhone.

The iPad and iPhone components can be deployed stand-alone or integrated with the systems currently used by a financial institution.

The new releases are currently being piloted by wealth managers who are acting as design partners, with general availability planned for the third quarter of this year.

Finantix will consider additional requests to join the early adopter program.ý

About Finantix
Finantix is an established provider of client-centric solutions for financial advice, sales and service. The solutions help banks, insurers and wealth managers attract new customers and maximise the potential of existing ones. Standard functionality covers advice, origination and transactions for investment, insurance, lending and banking products.

Predefined processes cater to the retail, mass affluent, high net worth and business segments. A business process configurator allows for easy adaptation of the solution to individual strategies, channel approaches and compliance protocols.

Functions and processes are designed for multichannel delivery. Branch employees, agents, advisors and customers can access the application via browsers, mobile devices and tablets. The underlying architecture is service-oriented and component-based, lending itself to quick win implementations and a high-degree of re-usability. Existing deployments scale to very large numbers of users and integrate smoothly in complex IT landscapes.

Finantix has offices across America, Asia and Europe, counting more than 50 clients in over 20 countries. The company is recognised by reputable market analysts and blue chip clients for both business and technical innovation in the industry.

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Alessandro Tonchia
Finantix
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