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Wireless Data Delivery

SalesVision can be synchronized with Pyxis’ mPlatform Solutions to provide a suite of wireless applications that extend critical shareholder data from SalesVision to wireless handheld devices.

SalesVision enhances mPlatform by providing clean, concise data that is configured to support mobile technology users in any line of business. mPlatform Applications include:

  • mWholesaler for retail and third party business
  • mInstitutional for institutional sales
  • mAdvisor for advisors and brokers
  • mReports for access to SalesVision reports

Access Data’s wireless synchronization technology is utilized to display sales and asset information on your wirless device. The following data is accessible anywhere and at anytime:

  • Sales and assets by firm, office, rep, account and product
  • MTD and YTD gross and net sales
  • Current and historical assets
  • Large ticket sales
  • Detailed transaction information

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