# BD Advanced for Phone

> BD Advanced for Phone (iPhone/iPad app by Ipreo Holdings LLC.)

- Source: https://appshunter.io/ios/app/bd-advanced-for-phone/id916781679 (this page in markdown: same URL + `.md`)
- Developer: [Ipreo Holdings LLC](https://appshunter.io/developer/719021359)
- Category: Business, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 8.0 · 13 MB
- Languages: English
- Released: 2014-11-08
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/bd-advanced-for-phone/id916781679/reviews.md

## What is BD Advanced for Phone?

We’ve combined the industry’s best institutional contact and holders data, and BD Advanced’s targeting workflow tools, with the flexibility and convenience of mobile accessibility -- all instantly synched with your web-based BD Advanced account

Know Your Clients and Prospects:
- Get instant access to detailed profiles of prospects and clients, their investment focuses, asset allocation and their cross-asset class holdings
„- View an Institution profile insuring the most timely intelligence on your account
„- Get quick access to contact profiles.

Identify, Create and Track Your Client Interactions:
„- Identify and connect with your clients seamlessly
„- Track recent and historical activities undertaken with your accounts
„- Get an integrated view of all historical and upcoming activities

About Ipreo
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division and has more than 1,700 employees, serving clients in every major financial hub around the world.


## Version history (last 5 releases)

### 3.11.4 — 2019-01-10

Updating internal security certificates.

### 3.11.3 — 2018-10-16

Updating security certificates

### 3.11.2 — 2018-05-16

This is primarily a bug fixing release, but also includes a new Terms of Use and Privacy Policy.
- Fix for Coverage Card not showing as expected with CRM-only Contacts and Institutions
- Fix for problem in 3.11.1 build where some pages could not be scrolled as expected

### 3.11.1 — 2018-05-15

This is primarily a bug fixing release, but also includes a new Terms of Use and Privacy Policy.

- Fix for Coverage Card not showing as expected with CRM-only Contacts and Institutions

### 3.11 — 2017-04-25

This release brings our updated look and feel, some modest feature updates and greater stability.

- Updated Look and Feel
- Expandable Notes
- Contact and Institution CRM Notes
- Performance/Logging Improvements
- Updated Feedback Address

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## More apps by Ipreo Holdings LLC

- [BD Corporate Mobile](https://appshunter.io/ios/app/bd-corporate-mobile/id1281540030)

All apps by Ipreo Holdings LLC: https://appshunter.io/developer/719021359

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*