For Investments

Why Pyxis Mobile?

Pyxis Mobile enables organizations to modernize, transform, and vastly improve their mobile professionals’ workflow. With configurations tailored to users across the Financial Services enterprise, Pyxis Mobile delivers:

  • - Comprehensive wireless access to unlimited enterprise data
  • - Tailored, line-of-business configurations that increase the value of existing systems
  • - Unparalleled, firm-wide mobility support without ANY coding or custom development

Pyxis Mobile has been helping Global Investment Firms drive innovation for business benefit since 1998.

Key markets served in investments

Business Drivers

  • - Drive Revenue Growth
  • - Increase Competitive Advantage
  • - Operate at the Speed of the Market
  • - Raise Response Time to “Real-Time”
  • - Focus on Operational Efficiency

Features

  • - Integrate directly with existing sales, CRM, or other enterprise system(s) ensuring data is consistent
  • - Access static and real-time reports, such as portfolio holdings, research reports, issuer ratings, and performance reports
  • - Log contacts, enter notes, order literature, send e-mail, and manage your schedule while in the field without an inside reps name
  • - View sector and position-related market research
  • - Access commission reports and research distribution reports

Benefits

  • - Increase productivity with always-on connection to enterprise data
  • - Raise product sales with more effective client interaction
  • - Improve marketing results by collecting better client profiling information at the point of contact
  • - Accelerate use of existing enterprise data systems by providing mobile access