MySPB is a mobile portfolio management application for private banking clients that provides a mobile platform that is accessible anytime anywhere so that clients can easily supervise their investment portfolios.
MySPB is a one-of-a-kind solution that is a hybrid model conecting the traditional and digital advisory processes. It provides a portfolio overview to clients, and helps them understand the composition and history of their portfolios.
Clients can have multiple views of their portfolios with MySPB, which not only provides information on the latest state of funds, but also helps make important decisions about rebalancing and cashing out with a profit.