Intellect® iFABX is the iPad version of the FABX, it provides mobile access to client data along with intuitive and interactive applications to enhance the client experience. The mobile version of FABX provides centralized client knowledge, perform financial planning and enables the advisors to derive deeper insights about their clients and the organizations to monitor and increase their business.
- Direct access to customer list
- Portfolio comparison
- Multi level portfolio performance view
- Reports library
- Call, mail clients
- Social media integration
- Mobile Client portal
- Voice command