Access key client intelligence
- anywhere, anytime

To see the full presentation of BDA Mobile features, please access this site on a mobile device or any of the following browsers...


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Access Key Client Data

Detailed profiles of Clients and Prospects investment focuses, asset allocation and their cross-asset class holdings.

Find Connections

Easily look up contacts and institutions while you are on the road.

Track Your Client Interactions

Log client meetings, calls and conferences.

Manage Your Schedule

Integrated view of all historical and upcoming activities.

Get There

Integrated mapping functionality facilitates itinerary planning and quick access to directions.

Ipreo Video Presentation

Access Key Client Data

Detailed profiles of Client's and Prospect's investment focuses, asset allocation and ownership details.

Find Connections

Easily look up contacts and institutions while you are on the road.

Monitor Securities

View performance and holders for your securities and peer securities

Track Your Client Interactions

Log client meetings, calls and conferences.

Manage your schedule

Easy access to your meetings and roadshow schedule.

Get There

Integrated maps show your meeting locations and profile directions.