Access global research products anywhere, anytime.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
Record calls by tapping a button. Save incoming and outgoing conversations for later access. Manage recordings, delete, or share them. Store voice notes directly on the device.
Manage customer and prospect data in one place. Share product info and media assets to promote sales. Communicate with team and customers. Customize content appearance. Process purchases with one-touch actions.
View data through six customizable dashboards with detailed report access. Access over 100 standard reports for Universal and GA4. Interact with graphs and export data for further analysis.
