Plexus vs Excelsior Wealth Management

Plexus is a brand-new application for Real-Time Market Data Streaming on iPhone® and iPad® mobile devices, natively developed by PROFILE Software. The application can provide a reliable real-time data and news monitoring service to end-users from any Exchange worldwide and from any 3rd party data feed vendor while it can be implemented as a white label solution. Plexus is suitable for: • Individual Investors: The application in its standard edition provides feeds from a limited number of Exchanges (equities and derivatives) delayed or real-time, FX instruments and news. The user instantly experiences its rich functionality and personalized-view capabilities. • Industry professionals such as Brokerage houses, Asset Managers, Fund Managers, Wealth Managers, Financial Advisors, Corporate Treasurers, CFOs, IROs, and more. As a white label solution, Plexus can be configured to connect to any 3rd party or in-house real-time streaming source to display news and data, as defined by business needs. The application can be used by both industry professionals and their clients, according to the requirements set. The application’s functionality includes: • Market Data Feed (streaming; both real-time and delayed data are available). • Information provided includes (where applicable): Equity, Equity Indices, and Derivatives Prices, Market depth, Volume, Turnover, Market capitalization, Trades, VWAP, 52 weeks, Winners & Losers, News, Foreign exchange rates etc. • Ticker for live trades. • Multiple watch lists per device. • Intraday/Historical data presented using various charts types (candlestick, line, open-high-low-close) with scrolling and zoom in/out capabilities. Plexus provides market information on-the-move with speed and accuracy through an easy-to-use and secure application. Copyright Notice: iPhone, iPad and iPod touch are trademarks of Apple Inc., registered in the U.S. and other countries.

This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.