If the airports and roadways seem a bit more crowded right now, it's for a good reason.
A Korn Ferry survey found that 19 out of 20 US residents are planning to take a vacation lasting at least one week this year.
However, while most workers plan on getting away, the survey also shows that the majority – 71 percent – plan to check in with the office one or more times each day while away.
For those who work in the fast-paced world of investments, spending at least part of vacation connected to the office is nothing new.
Whether you are a trader, portfolio manager, or compliance professional, when you need to get away but want to stay connected, mobile access to your investment technology is key.
With the Eze app, you and other key personnel in your firm can execute crucial investment activities with security and precision, regardless of your physical location. You can view a high-level, customized summary of your positions and performance and sort, filter, and reorganize your portfolio information to see what matters most.
Preconfigured quicksend buttons let you act on what you see, empowering you to execute the trades you want to when you need to directly from the Eze app, while secure methods for logging in – including biometric options – keep your account safe without sacrificing convenience.
Recent updates to the Eze app build on these features, helping you gain greater insight and act more efficiently when you are on the go or OOO.
Deeper Analytics: The Evolution of Mobile Investment Technology
Since their introduction, most mobile investment apps have been able to provide high-level summaries of positions and performance.
However, in more recent years, enhancements to their functionality and user experience have expanded the way users engage with their apps.
Today, the Eze app allows you to dig deep into your firm’s analytics on the go with the option to select additional data points on views and access all the fields available in the desktop version of your application. These detailed views provide the specific information you need to quickly gain insight into your portfolio regardless of where you are.
Act on Compliance Alerts Remotely
Even compliance managers need a break. With the Eze app, the compliance team can stay attuned to the goings-on at the firm, even when they’re away from their desks.
The Eze app empowers compliance managers to review and act on pre-trade compliance alerts. This includes the ability to promptly approve or decline alerts on the go, maintaining the same high level of efficiency they have in the office.
This level of accessibility minimizes potential delays for traders while keeping your firm on the right side of compliance.
More App Real Estate for On-the-Go
Today, with efficiency and mobility in even greater demand, tablets are becoming an increasingly popular technology choice. Research by Statista reports that over 222 million Americans use a tablet.
When working outside the office, many find a tablet to be a perfect bridge between their smartphone and typical desktop setup. While it’s lightweight and portable like a phone, its larger screen size makes it easier to navigate information and more complex workflows. Most tablets also offer a larger battery than smartphones, allowing for longer use time between charges.
The Eze app is available for Apple and Android tablets to give you even greater access to your investments when you’re away from your desktop.
Innovation that Supports the Way You Work Today
Whether you’re checking in while on vacation, getting updates while traveling for business, or simply choosing to work from home, you need the confidence to know you can access and act on the investment information you need wherever you are.
The first Eze app was launched nearly 20 years ago, and we reintroduced our next-generation mobile app in 2020. Since then, the Eze app, which is compatible with both iPhone and Android, has given portfolio managers, traders, and compliance teams greater flexibility and control by allowing them to perform critical investment activities from anywhere on their Apple or Android devices.
Today, our ongoing development of the Eze mobile app and other recent enhancements – light and dark mode options for enhanced visual ergonomics and configurable swipe actions for easier navigation – ensure that wherever your travels take you, you’re never far from the information and tools you need to keep your business on track.
Learn more about the Eze app or download the app for iPhone or Android.
