Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
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.
Send appreciation messages via email or text without requiring an address. Browse curated product categories or search the catalog for gifts. Track campaigns and manage recipient preferences.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Plan and optimize - delivery routes by adding stops and calculating the most efficient path. View estimated time of arrival and adjust routes in real-time. Track vehicle locations and monitor delivery status.
Learn strategies and product knowledge for ecosystem. Access training modules and certifications. Engage with community forums and expert resources. Track progress and earn credentials. Connect with other professionals.