Blue Pushpin - Icon

• Activities - Tab

  The Activities tab located in the Blue Pushpin of the mobile app is how users com...

• Tasks - Tab

  The Tasks - Tab allows the user to log specific tasked based on market actions th...

• Accounts - Tab (Mobile)

  The Accounts tab allows users to view and access the available account universe b...

• Plan - Tab (Mobile)

  The Plan tab in the mobile app houses both My Lists and My Calendar (known as Lis...

• Placements - Tab (Mobile)

  The Placements tab provides a scroll-able funnel of information. Each category is...