Products April 5, 2010

Brinker Unveils Mobile Phone Application for Financial Advisers

Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.
Reported by

The mobile access application is available on handhelds including the iPhone/iPod Touch, BlackBerry, and Treo.

Once advisers sign into the application, they are directed to a menu displaying functionalities of Brinker Capital’s Web site they’re most likely to access while visiting clients or conducting business away from their offices, including: a message center, assets under management by product, account snapshot, new business activity, cashiering activity, and the Brinker blog.

The application also enables clients of Brinker’s advisers to access information related to their own accounts, such as the message center, account snapshot, the blog, and the contact information of their adviser.

The free application can be accessed on mobile devices at www.brinkercapital.com. iPhone and iPod Touch users can add the Brinker icon to their handheld’s main screen for easy access.

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