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Pivotal Handheld for Mutual Fund Wholesaling
Mutual fund wholesalers are taking a more strategic and proactive approach to the broker-dealer channel, building on their most profitable relationships and taking targeted steps to improve those lagging behind. To deepen relationships and target activities more effectively, outside wholesalers need access to comprehensive, up-to-date broker-dealer information while on the road. This requires easy access to the systems and database sources where the information they need resides. To give wholesalers the tools they need while also ensuring compliance with complex industry and government regulations related to reporting and privacy, wholesalers need the best-of-breed mobile CRM available with Pivotal Handheld.
Increase Broker-Dealer Insight with Pivotal Handheld
Pivotal Handheld for Mutual Fund Wholesaling is a BlackBerry®-resident application that provides continuous rapid access to key information, regardless of wireless network access, bandwidth, or quality of connection, empowering your outside fund wholesalers to:
- Get a complete picture of broker-dealers, including critical sales and redemption data and real-time status and account updates
- Analyze profitability and monitor specific performance at the firm, branch, and broker-dealer level while on the road
- Track and immediately fulfill literature requests with instant access to supply broker-dealers with follow-on information
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- Wirelessly access contact information and meeting schedules
- Immediately look up the costs associated with educating and supplying tools to the broker-dealer channel
- Set preferences to be alerted when a certain amount or level of redemptions is met to ensure NASD compliance
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Pivotal Handheld maximizes productivity and effectiveness by providing mobile relationship managers with access to the information they need, whenever and wherever they need it. Client accounts can be updated at any time, allowing mobile users to take advantage of breaks between broker-dealer meetings to update data while the details are still fresh, instead of having to spend extra time at the end of their day or trip.