Mobile Financial Management Software Applications

Mobile financial management applications, built on the powerful Dexterra Concert™ mobile platform, are focused on automating and optimizing an array of activities related to financial and investment management. Mobile users now have a way to receive and manage real-time financial information in a secure environment, no matter where they are.

Vizio Mobile MarketLive

Built by Dexterra partner Vizio Mobile, MarketLive empowers brokerages and financial institutions to mobilize investment management and deliver great value to customers. MarketLive provides investors with a rich mobile application that helps them monitor and manage investment portfolios, account details, trading activities, and account balances in a secure environment. More specifically, investors can easily perform the following tasks:

  • Transfer funds securely, in real time
  • Monitor the markets in real time and receive notifications based on market movement
  • Create personalized "watch" lists for market indices and individual stocks
  • Look up stocks and stock quotes in real time
  • Securely trade stocks
  • Schedule callbacks with the brokerage service

» View a screenshot of MarketLive