webBroker Mobile

Wealth Management Solutions

webBroker Mobile


webBroker Mobile
Financial Institutions realize the market need for mobility for both the customer and advisors alike. Marketware responded by extending the robust and reliable webBrokerPlus functionality to mobile devices.

  • Customizable
  • Market Data
  • Client Information
  • Trade Processing
  • Company Quote
  • Real-time Headlines
  • Simple Search
  • Video Carousel
  • Multi-Lingual
  • Ready Integration with Broadridge, Thomson Reuters, Quotemedia and/or Dow Jones
  • Video Player
  • Event Notification and Alerts
  • Breaking News
  • Client 360 View (brokerage, banking)
  • IA Relationship Tool (in-Touch)
  • Executive Callouts
  • Triggers
  • Reports
  • Secured
  • Support for iPAD and other tablets using HTML5


Flexible Design
Layout responds to the users orientation (vertical or portrait). Menus can be removed for a full screen viewing area for maximum reading area.



Play a single video editorially selected from clients' Network source, Internal Wealth Management Editorial Collections and other sources directly within your iPAD or Mobile Web portal.



Company Quotes
Integrate with market data vendor of choice to provide for financial details for a company of interest – quote, stock chart, P/E ratio, 52-week high/low, and other key measures - into your mobile portal web portal.



Account Information
Integrate with back-office and/or internal applications for a complete view of account data and activity- into your mobile portal. Real-time access to balances, positions, account activity.



Trade Activity and Status
Integrate with back-office and/or internal OMS for order entry, trade activity, history and trade status - into your mobile portal.



Real-Time Interface for Orders
Order Entry templates for stocks, Options, M-Funds, Bonds, etc. Integrates into current OMS or back-office functions. Multiple markets can be supported.



In-Touch - Video Messaging
Facilitate delivery of video messages or webcasting and Forum allowing online communication between Investment Advisors (IAs) and their clients over a secured internal network (subject to internal compliance of the financial institution). Using this "Marketware concept", Financial Institutions can take advantage of a mobile portal to enhance communication to clients while providing IAs with a way to keep "in-Touch"


Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • Decentralized finance -- or DeFi -- has experienced explosive growth in the past year. But in order for DeFi to fulfill its promise, “now is the time to evaluate its benefits and dangers,” write Kevin Werbach and David Gogel.

  • The latest rise in the inflation rate to 4.2% for April has fueled expectations that the Federal Reserve could raise interest rates and tighten monetary policy – but that will depend on whether this is a temporary change, says Wharton’s Itay Goldstein.

  • Pension funds could be a formidable force in getting companies to embrace ESG values. Yet they must align those goals with their fiduciary duty of protecting the retirement funds of their members, according to panelists at a recent Wharton conference.