BD Corporate Mobile
Free
4.2.17for iPhone, iPad and more
5.9
2 Ratings
Ipreo Holdings LLC
Developer
30.5 MB
Size
Aug 20, 2023
Update Date
Business
Category
4+
Age Rating
Age Rating
BD Corporate Mobile Screenshots
About BD Corporate Mobile
We've combined the industry's best institutional data and BD Corporate's intuitive IR workflow tools, with the flexibility and convenience of mobile accessibility – all instantly synchronized with your desktop BD Corporate account.
Track Your Interactions:
- Add meeting notes in real time, whether you're online or offline
- Set Activity Defined Fields for meetings in real time
Manage Your Schedule:
- Create and edit IR events with in an integrated view of historical and upcoming activities
Know Your Investors:
- Get instant access to detailed profiles of investment firms, their styles, asset allocation and more using the same beautiful cards as in BD Corporate Desktop
- Search for contacts or institutions and access recent meeting history based on Smart Search from BD Corporate Desktop
Monitor Ownership:
- View top holders, buyers, and sellers, and gain insight into current and prospective investors portfolios
- Fully integrated with Ipreo’s Global Markets Intelligence
NOTE: This is the Next Generation of Ipreo's BD Corporate Mobile product, for use with Ipreo Account - if you have not already been upgraded to Ipreo Account, you should contact your Account Manager to start the migration process!
About Ipreo:
Ipreo is the 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. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics.
Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs.
Track Your Interactions:
- Add meeting notes in real time, whether you're online or offline
- Set Activity Defined Fields for meetings in real time
Manage Your Schedule:
- Create and edit IR events with in an integrated view of historical and upcoming activities
Know Your Investors:
- Get instant access to detailed profiles of investment firms, their styles, asset allocation and more using the same beautiful cards as in BD Corporate Desktop
- Search for contacts or institutions and access recent meeting history based on Smart Search from BD Corporate Desktop
Monitor Ownership:
- View top holders, buyers, and sellers, and gain insight into current and prospective investors portfolios
- Fully integrated with Ipreo’s Global Markets Intelligence
NOTE: This is the Next Generation of Ipreo's BD Corporate Mobile product, for use with Ipreo Account - if you have not already been upgraded to Ipreo Account, you should contact your Account Manager to start the migration process!
About Ipreo:
Ipreo is the 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. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics.
Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs.
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What's New in the Latest Version 4.2.17
Last updated on Aug 20, 2023
Old Versions
This version includes the improvements to support cloud infrastructure migration.
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Version History
4.2.17
Aug 20, 2023
This version includes the improvements to support cloud infrastructure migration.
4.2.16
Feb 6, 2023
This version contains stability and security improvements
4.2.15
Jan 12, 2023
This version contains minor stability improvements
4.2.14
Feb 21, 2022
This version contains a bugfixes and stability improvements
4.2.13
Feb 3, 2022
This version contains security updates and stability improvements.
4.2.12
Aug 23, 2021
This update includes stability and security improvements.
4.2.10
Feb 18, 2021
This update includes stability and security improvements.
4.2.9
Oct 19, 2020
This update introduces the ability to join the virtual meetings with one click and add participants to event meetings without limitations. Additionally, it includes stability and security improvements.
4.2.8
Feb 14, 2020
This update includes stability and security improvements.
4.2.7
Nov 27, 2019
This version includes stability and security improvements
4.2.6
Nov 21, 2019
Security certificate update and bug fix
4.2.5
Oct 23, 2019
This update introduces the possibility to edit Event Activities directly from the mobile app. In addition, it includes bug fixes and stability improvements.
4.2.4
Sep 16, 2019
This update introduces additional features to Events module, Profiles as well as stability improvements
Travels on the Calendar – find the Event Travels accessible from your Calendar.
Travel Details - open the detailed view of your Event Travels with the possibility of adding Travel notes and tracking the departure and arrival locations.
Ultimate Parent - find the new Ultimate Parent Card on your Holders profile.
Improved Edit Activity Form - edit your activities with more convenience and better user experience.
Travels on the Calendar – find the Event Travels accessible from your Calendar.
Travel Details - open the detailed view of your Event Travels with the possibility of adding Travel notes and tracking the departure and arrival locations.
Ultimate Parent - find the new Ultimate Parent Card on your Holders profile.
Improved Edit Activity Form - edit your activities with more convenience and better user experience.
4.2.3
Jul 22, 2019
This update introduces additional features to Profiles as well as fixes number of bugs
Full Contacts List – find the full list of the Holder's contacts under "more" link on People Card.
Search and Open Contacts - use the quick search functionality on the Contact List and open Contact's Profiles with one click.
Contact on Institution's Profile - open Contact Profiles right from the People Card on Institution Profile.
Full Contacts List – find the full list of the Holder's contacts under "more" link on People Card.
Search and Open Contacts - use the quick search functionality on the Contact List and open Contact's Profiles with one click.
Contact on Institution's Profile - open Contact Profiles right from the People Card on Institution Profile.
4.2.0
Apr 11, 2019
This release introduces the basics of Events Module and number of UX and stability improvements:
- View Event Activities – find the conspicuous Event Activities on the accustomed Itinerary view.
- Event Activity Details – access the details of your Event meeting including the ability to create or edit Group Notes and Activity Defined Fields.
- Email Participants – easily send the emails to your meeting participants directly from the Event Activity Details section.
- Open Activity or Profile Location with Google Maps as an alternative to native Maps
- View Event Activities – find the conspicuous Event Activities on the accustomed Itinerary view.
- Event Activity Details – access the details of your Event meeting including the ability to create or edit Group Notes and Activity Defined Fields.
- Email Participants – easily send the emails to your meeting participants directly from the Event Activity Details section.
- Open Activity or Profile Location with Google Maps as an alternative to native Maps
4.1.1
Jan 30, 2019
Improving stability and updating internal security certificates.
4.1.0
Dec 22, 2018
This release introduces a number of new features, UX and performance improvements:
• Biometric Authentication – use Touch/Face ID to access the app instead of entering the PIN all the time
• HTML Editor for Activity Notes – add and edit your Activity Notes using the text formatting making it more structured and readable
• Activities Search – find your activities quickly filtering them by subject on Calendar
• Add Activity directly from the Profile Activity Card – create Activity for the participant directly from the Profile with the participant automatically added to that activity
• New Premium Targeting and BSIQ Cards – find the overall Premium Targeting or Buyside IQ information of the Holder's Institution to see how the portfolio strategy is aligned with the company’s fundamentals
• Activities and Profile Location – easily find the location of the upcoming Activity or Holder's office with your maps app to better plan your visit
• New Navigation Bar design
• Biometric Authentication – use Touch/Face ID to access the app instead of entering the PIN all the time
• HTML Editor for Activity Notes – add and edit your Activity Notes using the text formatting making it more structured and readable
• Activities Search – find your activities quickly filtering them by subject on Calendar
• Add Activity directly from the Profile Activity Card – create Activity for the participant directly from the Profile with the participant automatically added to that activity
• New Premium Targeting and BSIQ Cards – find the overall Premium Targeting or Buyside IQ information of the Holder's Institution to see how the portfolio strategy is aligned with the company’s fundamentals
• Activities and Profile Location – easily find the location of the upcoming Activity or Holder's office with your maps app to better plan your visit
• New Navigation Bar design
4.0.0
Aug 30, 2018
• One password with Ipreo Account – You can now use the same username/password for BD Corporate Desktop and mobile!
• This is a completely new application, built on cutting edge technology for increased performance and stability
• Access to a revised Calendar section complete with a sleek Itinerary view and Meeting Console with meeting details including Group Notes and Activity Defined Fields and the ability to create/edit activities
• Institution and Contact Profiles have been revamped to include the same beautiful cards found in BD Desktop!
• Improved, more stable offline support for Itinerary view, Meeting Console & editing notes
• Institution and Contact Search – Now based on the same “Smart Search” functionality currently in BD Desktop!
• This is a completely new application, built on cutting edge technology for increased performance and stability
• Access to a revised Calendar section complete with a sleek Itinerary view and Meeting Console with meeting details including Group Notes and Activity Defined Fields and the ability to create/edit activities
• Institution and Contact Profiles have been revamped to include the same beautiful cards found in BD Desktop!
• Improved, more stable offline support for Itinerary view, Meeting Console & editing notes
• Institution and Contact Search – Now based on the same “Smart Search” functionality currently in BD Desktop!
4.0
Apr 30, 2018
BD Corporate Mobile FAQ
Click here to learn how to download BD Corporate Mobile in restricted country or region.
Check the following list to see the minimum requirements of BD Corporate Mobile.
iPhone
Requires iOS 12.4.5 or later.
iPad
Requires iPadOS 12.4.5 or later.
iPod touch
Requires iOS 12.4.5 or later.
BD Corporate Mobile supports English
