Chicago, IL (PRWEB) April 24, 2014 -- BridgePortfolio announces today the release of its new Mobile Solution that provides immediate mobile access to client portfolio details from the convenience of a smartphone or tablet. The BridgePortfolio Mobile App is available now, with the option to be advisor-facing or client-facing.
With the BridgePortfolio Mobile Solution, users will be able to navigate household and account information including asset allocation summaries, performance and transaction summaries, holdings, account details, and more.
A leading provider of back office processing services for investment advisors and RIA’s, BridgePortfolio has also developed a new deck of reports that can be run MTD, QTD, YTD, on-the-fly or for any desired time period. The new BridgePortfolio Comprehensive Report delivers a complete breakdown of portfolio information and is available at both household and account levels.
All reports are designed and customized to represent each advisor’s unique brand and logo, and advisors have a number of different template pages to select from for their customized Comprehensive Report. Individual reports are also available for all households and accounts.
BridgePortfolio Inc. has also recently completed development of a new user interface tool, AdvisorAccess, designed to improve efficiency and extend more control to clients. This tool removes human error from updating, editing and managing accounts and account information.
With AdvisorAccess, users can bypass having to contact the BridgePortfolio Operations department directly via phone or email. This convenience will further streamline the Advisors’ back offices and create a simple link directly into the BridgePortfolio system. BridgePortfolio has created these new products and services in continuation of their mission to better meet the needs of RIAs and independent advisors, and is thrilled to offer these new tools to their clientele.
Morgan McCowan, Bridge Portfolio, http://www.bridgeportfolio.com, +1 (312) 368-3640, [email protected]