Mobile Portfolio Management
I got an e-mail from Chris Willis at Pyxis Mobile today, announcing the launch of their company blog. I’d never heard of their company and checked it out. Pyxis makes a mobile portfolio/contact management application tailored toward the financial services industry.
Pyxis takes your financial data and delivers it to you on your mobile phone. I’m not sure how much demand there is for this; I can’t remember anybody asking for it five years ago at Techfi. I know that IAS is playing with mobile PMS on the iPhone, but it feels more like a developer boondoggle than a serious product effort. 
I’ll keep it short because Pyxis doesn’t make a real effort to sell to advisors. They work at the wirehouse and broker/dealer level and seem to be more in the wirehouse world. And it isn’t a full-featured PMS that could compete with Advent or PortfolioCenter.
But it a very interesting technology offering.
Dr. Dan said,
August 7, 2008 at 5:02 am
Hows finfolio shaping up ?
How many programmers are working on the product ?
Matt Abar said,
August 12, 2008 at 9:12 am
We have four developers working on FinFolio and I’m extremely happy with our progress. It’s nice having a blank slate and essentially unlimited resources to work with.
I do periodic updates on the FinFolio blog:
http://www.finfolio.com/Blog/tabid/55/Default.aspx
WealthFly » Portfolio Management On the iPhone said,
August 26, 2008 at 3:34 pm
[…] financial services software for the iPhone. The company seems to be in direct competition with Pyxis Mobile, who is also delivering financial data to mobile […]