Bringing you live news and features since 2006 


BMO Global Asset Management launches customisable iPad app for financial advisors


BMO Global Asset Management has unveiled a new iPad app designed to promote resource sharing and provide performance tracking for financial advisors and other investment professionals.

The app, available in the US, also includes a virtual briefcase feature which allows users to store their fund-related documents.

"This app puts valuable information about BMO Funds right at the fingertips of our trusted partners, who are increasingly mobile," says Barry McInerney, Co-CEO, BMO Global Asset Management. "In building this app, we paid special attention to the user interface to provide a simple, yet customisable, user experience."

Available for free through the iTunes(R) Store, the BMO Global Asset Management app allows users to follow the performance of their selected funds, as well as share factsheets and white papers with colleagues and clients. It also provides offline file storage which can be customised easily to suit the specific needs of each financial advisor or investment professional.

"Users can save and organise materials with the 'My Briefcase' tool – and carry all that information on their iPad. Financial advisors can then decide what information is most important and how to present it to their clients," says Ben Jones, Managing Director, Intermediary Distribution, BMO Global Asset Management. "Using the login feature, users can share those bundled updates, insights and analyses, as each piece of content can be easily emailed to their clients."

The launch of the iPad app follows the introduction of the BMO Global Asset Management Viewpoints website, which launched in late 2014. This microsite features a responsive design and exclusively presents the thought leadership of the firm. It features video and audio commentary from experts, including portfolio managers and market strategists, at BMO Global Asset Management.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by