The mobile application called WMS (Wealth Management Solutions) is created for the IOS and Android platforms. Customers get convenient access to their portfolios and information on asset allocation; while relationship managers can search for their clients and view details of their asset allocations.
For institutions to profit out of mobile, they need to build out solutions that not only support multiple platforms, provide new interaction capabilities for existing customers, but also leverage the channel to generate new revenues, Dr. Mukesh Aghi, Chief Executive (Services Cluster), L&T Infotech.
The WMS application is currently available at the app store of Apple and Google.
The mobile app marries technology with convenience and is greatly appreciated by clients who wish to view their portfolio details while they are traveling. Through this app, we empower clients to view their respective portfolio details without having to depend on anyone, Ved Prakash Chaturvedi, Chief Executive, L&T Capital Markets.
WMS App Features:
App is available for both smart phones and tablets.
App leverages existing features of the platforms to present information in easy-to-view graphics and also offers a consolidated view including security-wise and performance-wise holdings.
Asset allocation and other information is provided over a secure mechanism and after user authentication.
Application can be used over a mobile data (3G) connection or through WiFi.