Brinker Capital Launches Mobile Phone Application for Financial Advisors and Their Clients

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					Brinker Capital Launches Mobile Phone
Application for Financial Advisors and Their
Clients
Designed for Access to Account Information, Brinker Website, Blog

Brinker Capital Mobile Compatible with all Major Handhelds

April 05, 2010 01:19 PM Eastern Daylight Time  

BERWYN, Pa.--(EON: Enhanced Online News)--Brinker Capital, a leading investment management firm, today
launched a mobile phone application designed to provide financial advisors and their clients with computer desktop-
like accessibility to account and other critical information, all from the convenience of their mobile handheld devices.

Brinker Capital Mobile was the brainchild of Ryan Widger and was designed by Brinker Capital’s Online Services
Team.

“One of our key business imperatives has always been innovating ways in which we can bring added measures of
administrative and operational efficiencies to advisors’ practices,” said Brinker Capital President John Coyne. “One
of the most significant ways in which we’ve been able to achieve this is to provide our financial advisor clients with
technology they can leverage to free up time while they’re on the road or in their offices. Our mobile phone
application is one more example of our commitment to making this a reality.” 

Brinker Capital’s mobile access application is available on handhelds including the iPhone/iPod Touch, BlackBerry
and Treo.

Advisor Mobile Portal

Once signed on financial advisors will be directed to a menu displaying functionalities of Brinker Capital’s
websitethey’re most likely to access while visiting clients or conducting business away from their offices, including:

-- Message Center           One-stop access to all of the important information that Brinker Capital provides
-- AUM                      View assets under management by product
-- Account Snapshot         Access any client account by typing part of a client’s name, then choosing their registration
--
 New Business Activity      Monitors status of clients’ incoming business as the assets are put to work

-- Cashiering Activity      Track status of clients’ additional deposits and distributions
                            Insight into Brinker Capital’s views related to current events and the markets. An
-- Brinker Blog 
                            automatic text message notification is sent when blog updates are posted

Client Portal

The mobile application also enables advice-driven clients of Brinker’s advisors to access information related to their
own accounts, such as:

-- Message Center         Communications from Brinker Capital
-- Account Snapshot  Details on account, including market value, performance, and investment by asset class
--                    Contact information for the advisor. (Click on advisor’s phone number for instant dialing
 Advisor Information  access)
                      Insight into Brinker Capital’s views related to current events and the markets. An automatic
-- Brinker Blog 
                      text message notification is sent when blog updates are posted

“The proliferation of the Internet has given rise to a democratization of the tools that were once the domain of big
business,” said Ryan Widger. “I saw an opportunity to use these same tools to connect advisors and their clients with
Brinker Capital, enabling them to receive critical information ‘while they’re on the go,’ in the most efficient manner
possible.” 

Mobile device users can access this application by simply typing www.brinkercapital.com. iPhone and iPod Touch
users can add the Brinker icon to their handheld’s main screen for easy access. No visit to an “app” store is
necessary, no download is required, and there’s no charge for Brinker Capital Mobile. BlackBerry users need only
to bookmark Brinker Capital’s URL for one-touch access.

About Brinker Capital

Brinker Capital, Inc. is a leading independent investment management firm which provides managed account
investment programs to individual and institutional investors through financial advisors. Brinker was founded in 1987
by Charles Widger and is located in suburban Philadelphia. Visit Brinker’s website at www.brinkercapital.com.

Contacts
Brinker Capital
Juliann Jaffe, 610-407-8320
jjaffe@brinkercapital.com
or
Middleberg Communications
Scott Sunshine, 212-354-6912
ssunshine@middlebergcommunications.com

Permalink: http://eon.businesswire.com/news/eon/20100405005921/en/Brinker-Capital/blackberry-apps/iPhone

				
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Description: BERWYN, Pa.--(EON: Enhanced Online News)--Brinker Capital, a leading investment management firm, today launched a mobile phone application designed to provide financial advisors and their clients with computer desktop-like accessibility to account and other critical information, all from the convenience of their mobile handheld devices. Brinker Capital Mobile was the brainchild of Ryan Widger and was designed by Brinker Capital’s Online Services Team. “One of our key business imperatives has alw a style='font-size: 10px; co
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