--- title: Mobile Advisory System Debuts description: Mobile Advisory System Debuts --- ![websites-group](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/new-MMG-01.svg) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-new-marketsmedia-logo.svg)](https://www.marketsmedia.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-traders-redlogo.svg)](https://www.tradersmagazine.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-bestexe-logo.svg)](https://www.bestexecution.net/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-fidesk-logo.svg)](https://www.fixglobal.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-fixglobal-new-logo.svg)](https://www.fixglobal.com/) - [*Facebook*](https://www.facebook.com/MarketsMedia/) - [*Twitter*](https://twitter.com/marketsmedia) - [*Linkedin*](https://www.linkedin.com/company/markets-media-llc) - [Newsletter](https://articles.marketsmedia.com/mobile-advisory-system-debuts#popup-newsletter) #### Want the latest news on securities markets -- FREE? Sign up to receive exclusive articles on topics including: - Equity market structure - Profiles of buy-side investment firms - The evolution of multi-asset-class trading - Regulation and its implications for markets - The search for liquidity in fixed income markets - The convergence of fintech and capital markets Select one or more newsletters you would like to receive: menu [![Markerts media](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/header%20logo.svg "Markerts media")](https://articles.marketsmedia.com/) - [Technology](https://articles.marketsmedia.com/tag/technology-2) - Technology - Mobile Advisory System Debuts Search - [Home](https://articles.marketsmedia.com/) - [Trending](https://articles.marketsmedia.com/tag/trending) - [Featured](https://articles.marketsmedia.com/tag/daily-email-feature) - [Sectors](https://articles.marketsmedia.com/tag/sectors) - [From The Markets](https://articles.marketsmedia.com/tag/from-the-markets) - [AWARDS](https://articles.marketsmedia.com/tag/events) - [Newsletter](https://awards.marketsmedia.com/newsletter-sign-up) - [Newsletter](https://articles.marketsmedia.com/mobile-advisory-system-debuts#popup-newsletter) Hide search Search - NewsLetter ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/trading-up-occ-iex-select-board-members-citadel-lands-lieblich-573x379-Jul-07-2022-09-34-11-57-AM.jpg) [ON THE MOVE: Citi Hires Artie Ambrose;...](https://articles.marketsmedia.com/on-the-move-citi-hires-artie-ambrose-natalie-a-brown-to-mesirow) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_445735906_L.jpg) [Trading Adapts to ESG and Sustainable...](https://articles.marketsmedia.com/trading-adapts-to-esg-and-sustainable-investing) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/iStock-917493152-Jul-07-2022-09-34-19-09-AM.jpg) [Focus on FX Execution Connectivity](https://articles.marketsmedia.com/focus-on-fx-execution-connectivity) ![](https://articles.marketsmedia.com/hubfs/Imported_Blog_Media/Depositphotos_333839538_L.jpg) [TRACE Turns 20](https://articles.marketsmedia.com/trace-turns-20) 11.14.2011 By Terry Flanagan Technology # Mobile Advisory System Debuts 11.14.2011 By Terry Flanagan [Share](https://www.facebook.com/share.php?u=https://articles.marketsmedia.com/mobile-advisory-system-debuts) [Tweet](https://twitter.com/intent/tweet?text=US+ETFs+Have+Record+Net+Inflows&url=https://articles.marketsmedia.com/mobile-advisory-system-debuts) [Share](https://www.linkedin.com/cws/share?url=https://articles.marketsmedia.com/mobile-advisory-system-debuts) Broadridge develops technology in collaboration with Manulife Securities. Investment advisors are ramping up their use of mobile technology in order to maintain and improve customer contact. “An advisor requires cost effective operating and functional tools when on the road or visiting clients where the access, to the client’s data, needs to be near equivalent, as if they were in their office,”  Michael Dignam, president, securities processing solutions, Broadridge Financial Solutions (Canada), told Markets Media. Broadridge Financial Solutions has launched its BR Mobile solution for financial advisors in Canada, as a new product offering for Canadian securities dealers using Broadridge's Dataphile solution set. The system creates a real-time mobile extension of Broadridge's ProPhile advisor desktop, allowing advisors using the most popular mobile devices to access their client information at any time and from any location. “With BR Mobile, the advisor is able to provide more insight to clients and make the necessary changes to an account holding in real time,” said Dignam. This increases satisfaction and interaction levels between the advisor and the client. “Clients and prospective clients will also see the advisor and the firm as progressive and maintaining their solutions using current technology,” Dignam said. “The focus towards mobile and electronic delivery channels will assist our clients to support best practices in this changing environment.” Over the next year, Broadridge will be adding account opening functionality to further increase advisor productivity and improve the overall client experience. Manulife Securities worked closely with Broadridge to create and develop this new mobile application. "We've been focused on a number of technology solutions that are geared at not only supporting the advisor's business, but their clients' experience as well," said Donna Carbell, vice president and chief administration officer at Manulife Securities. Clients' real-time holdings can be viewed on most smart devices by using BR Mobile, which gives advisors the flexibility to view security holdings, view transaction history, place mutual fund, equity and option orders, and view real-time trade information directly from their mobile devices. [Share](https://www.facebook.com/share.php?u=https://articles.marketsmedia.com/mobile-advisory-system-debuts) [Tweet](https://twitter.com/intent/tweet?text=US+ETFs+Have+Record+Net+Inflows&url=https://articles.marketsmedia.com/mobile-advisory-system-debuts) [Share](https://www.linkedin.com/cws/share?url=https://articles.marketsmedia.com/mobile-advisory-system-debuts) ![email](https://articles.marketsmedia.com/hubfs/Markets%20Media/email.svg) ### NEWSLETTER SIGN UP And receive exclusive articles on securities markets ### Related articles 1. 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