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...