– Order Status
– Buy and Sell Stocks
– Account Information
– Fund Account with Debit/Credit Card
– Transaction History
– Much More!
Pocket Broker is aimed at Stock-Brokers, Asset Managers, Fund Managers, Discount Houses and Investment Houses that want to give their retail customers the power to trade and manage their portfolios from their Mobile Phones. By providing functionality to service retail customer’s common requests, stock-brokers and investment houses can reduce the administrative costs.
The Pocket Broker platform has been designed to be vendor agnostic so it can integrate with any Order Management System in use at any client site.
Pocket Broker has been developed for Android, Blackberry, Windows and Apple handsets. After deployment, Pocket Broker will be available on all the app stores for your customers to download.
Pocket Broker will be free to download and use by your customers once it is available on the App Stores.
The apps can be deployed with whatever product name the client chooses (as long as the chosen name is available in the App Stores).
Part of the deployment process will be to work with your team to ensure the look and feel is in line with your company’s branding guidelines.
Pocket Broker comes with an Administrators Portal that lets your team upload all the reports you would like to share with your clients. Once the reports are uploaded, your customers will be able to view and download them simply by accessing the ‘Reports’ menu from the Mobile App.
Once all terms have been agreed, integration and deployment should take between 6 to 8 weeks.
Pocket Broker has been deployed as CSL Invest
for CSL Stockbrokers Limited. CSL Invest is available on the Android, Blackberry, Apple and Windows Phone App Stores. Click here
to find out more.