PSS Expands Mobile Offering for Advisors with New App for the iPad
11/02/2022
Extending its suite of mobile capabilities for advisors, PSS today announced that the new PSS Advisor Center app for the iPad is available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads. The new app is customized for the tablet format including large charts that offer insights into daily account movements and scrolling quotes that help advisors track the movements of the indices, stocks, and funds that are most important to them.
“Advisors have told us they’re using iPads to access key client information and custodian websites while away from their desks,” said Nathan Davis, senior vice president of technology for PSS Advisor Services. “It’s also becoming common for advisors to load reports and presentations on their iPads so they can use them in client meetings. We hope our new PSS Advisor Center app for the iPad will help advisors become even more productive, and also assist them in delivering an enhanced client experience.”
Advisors can further customize the app by adding stock and mutual fund quotes to the ticker at the bottom of the screen. The new position charts give advisors a snapshot view of how an account’s equity or mutual fund’s positions are performing over the course of a day. They also show a graphical representation of both recent changes in the price of all positions in an account and relative size of the position. Pop-up details for account balances and history allow advisors to access the data they need all in one view.
Earlier this year, PSS announced the launch of the advisor app for iPhone, which currently has nearly 4,000 downloads. The app allows advisors to view their clients’ account balances, positions and transactions, and they can easily tap into the real-time data they need from PSS Advisor Center without having to be tied to their desks. The mobile apps are part of a broader effort to deliver PSS Advisor Center data where and how advisors need it. Additionally, advisors’ clients who want on the go access to their accounts can use PSS’s mobile apps for iPhone, iPad and Android, as well as PSS’s mobile website to keep up with their accounts and to access features like PSS Mobile Deposit.
“Our mobile offering is one of the backbones for enhancing how advisors and their clients interact with us and with each other,” Davis added. “This will be a key and ongoing area of investment for us in 2023.”
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