"Our Advisor Sales group is dedicated to educating the financial advisor about the unique features and benefits of a UMA. mWholesaler allows them to have instant access to information and reports, which is critical to our sales process. While the advantages to our sales initiatives are obvious, we also see an opportunity to expand the program and enable more effective collaboration between our service and portfolio management professionals and their counterparts at our sponsor firms."

Richard Dion - Chief Operating Officer
Placemark Investments

"Windows Mobile helps businesses extend their existing infrastructures by providing employees access to email, calendaring and applications while on the go. We are pleased to have a partner ecosystem that includes great software developers like Pyxis Mobile to support the specialized needs of key enterprise verticals like financial institutions."

Alfredo Patron - Director
Microsoft Corp.

"We look forward to working closely with Pyxis Mobile. Our partnership opens up a new distribution channel for our vital sales and asset information in numerous product categories including separately managed accounts, mutual funds, exchange-traded funds, and unified managed accounts."

Frank Coates - President and CEO
Coates Analytics

"In this business, the right touches lead to increased sales. mWholesaler® allows our team to drive business by making it easy to get all the critical information on top producers throughout their territory."

George Patsouris - Vice President
IXIS Asset Management Advisors Group

"Our customers are always looking for new ways to access their CRM applications anytime and anywhere. After exploring the market for mobility and experiencing a few false starts, we established that Pyxis Mobile was the best choice for our business. The partnership with Pyxis Mobile allows us to give customers the flexibility to get to critical information from their CRM applications where and when they want it, which opens the door for more effective and efficient marketing, sales, prospecting and relationship management."

Richard Smith - VP, CRM Strategy
Green Beacon Solutions

"We can extend mWholesaler beyond our sales force with less heartburn than if we had tried ourselves to integrate other best-of-breed applications."

Richard Dion - Chief Operating Officer
Placemark Investments

"We have large distribution networks that we use to sell our products. The BlackBerry device has been invaluable there for helping our sales force stay in touch. And we’ve done a pretty good job of beginning integration with our Siebel systems through a sales force application called mWholesaler™ by Pyxis Mobile. This application allows our sales people to get client information, reports and data on their BlackBerry devices to help them do their jobs day-to-day. It’s made them much more productive because they no longer have to come back to the office to regroup and get the information they need between sales calls."

Kevin E. Murray - Executive Vice President and Chief Information Officer
AXA Equitable

"mPlatform has been incredibly stable. We have had no major outages or downtime ... and it has been easy to maintain. We are happy enough with the retail product that we are rolling it out to the institutional side."

Wendy Irwin - VP of Sales Technology
Evergreen Investments

"With Pyxis Mobile's mPortfolio on their BlackBerries, we are making it easier for portfolio managers to work away from their desks. It will allow our portfolio management group to be productive from any location, inside or outside of their offices."

Patrick Farmer - Chief Investment Officer
AIM Trimark

"As with any new technology, many in the sales force were initially resistant to the technology. But once they saw they could get branch and rep data on the fly, they embraced it and never looked back."

Mark Rizza - CIO
Manulife Financial