The Challenge: To provide Advisors and Wholesalers with a battery of tools for their tablet devices to retrieve fund data updates, marketing videos and print materials and to share resources with current and prospective clients.
The Solution: BlueRush created a visually compelling and intuitive tablet app which can receive current data from updatable client XML feeds, display and chart fund data interactively, watch marketing videos and open marketing documents, create fund watch lists, create topic folders to batch materials for presentations, and to store desired information and materials for offline review. The Advisor or Wholesaler can also use an inline email feature to easily click to add materials and links for insertion into a customizable email to send to clients and prospects.
