Innovative wireless application platform that drives value
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Why Reengineer Investment Management?

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Dashboard with GNB	Rep List
Detailed Rep History	Headlines
Rep Summary	Charts
Customizable Watchlists	Portfolio
Branch Info

Pyxis Mobile delivers innovative wireless applications to the Investment industry. In regards to Investment Management, we help you to manage your client's accounts by giving you the tools to make decisions on-the-go and in real-time. Have the correct up-to-date information on all file activities, update contact history and notes, get custom alerts, and more. Pyxis Mobile extends all the data you need to do your job at anytime, anywhere.

Why Mobility?

Mobile financial applications can help you compete in a “do-it-yourself” world, build deep relationships, carve out more time for customers and prospects, and provide the instant access and information that consumers expect today:

• Mobile financial applications let wholesalers differentiate themselves from “do it yourself” solutions by improving productivity, making it possible to spend more time with prospects
• Mobile financial applications lead to better retention and referrals because real-time complete information gives consumers an experience they value and want to share
• Mobile financial applications free up time for prospecting by enabling data updates, data access, and sales follow-up all from the point of contact
• Mobile financial applications let you provide the instant response wireless consumers have come to expect due to the immediate availability of enterprise information on a smartphone

Why Now?

In a recent survey, Pyxis Mobile found that:

• 74% of current advisors feel that they are either “extremely comfortable” or “very comfortable” with using mobile devices.
• 62% of current advisors believe it is useful to have access to business applications from their mobile device, and specifically access to:
  • Client/prospect and portfolio details
  • Market data news, alerts and research
  • Performance and commission details

Why Pyxis Mobile?

Pyxis Mobile is in use at 28 of the top 50 global asset managers and 6 of the top 15 "Fortune 500". We have the most experience and most success of any company when it comes to wireless software and Financial Services. We have 100% customer retention and 96% of our customers say we meet or exceed their expectations. If you want the right solution for your mobile workforce, the choice is obvious.