The iPortfolio Analyzer will enable BEA’s relationship managers to use iPads to access and display portfolio information for wealthy clients. This can be done either at the bank or a remote location.
“We have received very positive initial feedback from our customers, who have found this solution useful in making timely investment decisions,” said Grace Chow, general manager and head of the wealth management division of BEA.
“Our relationship managers value the flexibility that the iPortfolio Analyzer provides them when meeting customers in town or elsewhere,” she added.
From design to roll-out, the project was completed in six months.
Source: https://www.hubbis.com/articles-content/5638/news/BEA+unveils+mobile+app+for+personal+banking