Clients can check portfolio on mobile with new tool

Portreport claims to be the first service specifically designed for investment and wealth managers to send summary client valuations and reports to portable handheld devices such as an Apple iPhone or BlackBerry. The new facility builds on the company's Speedreport client reporting service which delivers detailed client reports customised with a firm's corporate identity. With Portreport, highlights of these reports can now be sent straight to a client's hand held device and be viewed in the same corporate format. The summary contains both text and graphic material such as pie or bar ...