Investment Management

Pyxis Mobile delivers innovative wireless applications for Investment Management. With support for Wholesalers, Institutional Sales, Portfolio Managers, Broker Services, Product Specialists, and more, Pyxis Mobile provides your mobile professionals with their CRM, sales data, proprietary systems, real-time market news, quotes, and more.

Why Pyxis Mobile?

Pyxis Mobile is in use at 28 of the top 50 global asset managers. We have the most experience and most success of any company when it comes to wireless software and Financial Services. We have 100% customer retention and 96% of our customers say we meet or exceed their expectations. If you want the right solution for your mobile workforce, the choice is obvious.

Investment Management Applications

+ Wholesalers

+ Institutional Sales

+ Portfolio Managers

+ Analysts

+ Product Specialists

+ Broker Services

+ Management

+ Tech Support

Product shots

Click on the images below to view an enlarged product screenshot.

Dashboard
  • Dashboard
    Summary screen with drilldown capabilities for easy navigation to portfolios, sectors, and orders
Contact Management
  • Contact Management
    Detailed contact, sales and asset data available for reps and branches in the wholesaler’s territory
Deal Contacts
  • Deal Contacts
    View, edit, add, and delete the contacts involved in a deal