MPI Stylus Web is the tool of choice for many leading wealth and asset management organizations to produce research and reporting with exceptional speed and ease of use. The tool allows users to generate different report types, including single manager, manager comparisons, portfolio-level, single retirement plan, retirement plan comparisons and target date fund analysis.
Recognizing the increased usage of mobile devices across the advisor and wholesaler functions and the resultant productivity growth, MPI sought to provide a way for clients to generate and access reports from wherever, whenever. The development initiative to adapt MPI’s functionality-rich Stylus Web offering to tablet format was aided by client involvement in the alpha and beta stages. Client feedback in this process worked to concentrate the application’s development on functions most relevant to reporting, marketing and analysis for advisors and asset management firms.
Oliver Solano, Director, Product Development, MPI said, "With the release of the MPI Stylus Web mobile application our clients will gain an edge in the field. As the competition for assets and accounts grows, and the modern workplace shifts from the office to wherever opportunity lies, we are committed to helping our clients achieve greater success and better investment outcomes."
Users will benefit from added versatility and preparation while conducting business out of the office, away from their PCs. For an employee in the field, reports can be generated on the spot or pulled in real time from team members working in the office. The application also helps firms with a commitment to minimizing environmental impact, eliminating the need for excessive paper-based prospecting and reporting.
Michael Chidlovsky, Executive Vice President, Product Development, MPI added, "We’ve not only redesigned the experience of MPI Stylus Web for a tablet device, but we’ve enhanced some key functionality so that users can find, create and run reports faster than before. Clients have been very excited about this product and we are proud to roll it out to the broader marketplace."
Kent Fitzpatrick, Managing Director, Asset Strategy Advisors stated, "The retirement business presents a significant area of opportunity for advisors equipped to deliver institutional service and dedicated to evolving their practice. MPI Stylus Web has long helped distinguish our practice and enhance client relationships through better reporting and research. With the added component of mobility, the barriers between the road and the office are further diminished, while productivity, client satisfaction and business opportunities are up." Asset Strategy Advisors is a Natick, MA-based independent, fee-only consulting and investment advisory firm with specific focus on serving plan sponsors.
Given varied system and device preferences, MPI sought to develop the mobile application for use across major options available, iPad, Android or Microsoft devices. There is a slight difference between application access depending on tablet device. The iPad app is available through the Apple App Store, with the ability to save reports directly to the application. The Android and Microsoft versions are accessed via browser.
Dennis Baldi, Executive Vice President, MPI said, "It’s our goal to help put our clients ahead of the competition. With mobility, MPI Stylus Web will help advisors and asset managers capitalize on more opportunities, be better prepared and ahead of the game utilizing the latest technologies."
