BMO Financial Group

BMO Financial Group
BMO Global Asset Management

BMO Global Asset Management

July 30, 2015 09:05 ET

BMO Global Asset Management Introduces New Customizable iPad® App for Financial Advisors

CHICAGO, ILLINOIS--(Marketwired - July 30, 2015) - BMO Global Asset Management today unveiled a new iPad app designed to promote resource sharing and provide performance tracking for financial advisors and other investment professionals.

The app, available in the U.S., also includes a virtual briefcase feature which allows users to store their fund-related documents.

"This app puts valuable information about BMO Funds right at the fingertips of our trusted partners, who are increasingly mobile," said Barry McInerney, Co-CEO, BMO Global Asset Management. "In building this app, we paid special attention to the user interface to provide a simple, yet customizable, user experience."

Available for free through the iTunes® Store, the BMO Global Asset Management app allows users to follow the performance of their selected funds, as well as share factsheets and white papers with colleagues and clients. It also provides offline file storage which can be customized easily to suit the specific needs of each financial advisor or investment professional.

"Users can save and organize materials with the 'My Briefcase' tool – and carry all that information on their iPad®. Financial advisors can then decide what information is most important and how to present it to their clients," said Ben Jones, Managing Director, Intermediary Distribution, BMO Global Asset Management. "Using the login feature, users can share those bundled updates, insights and analyses, as each piece of content can be easily emailed to their clients."

The launch of the iPad® app follows the introduction of the BMO Global Asset Management Viewpoints website, which launched in late 2014. This microsite features a responsive design and exclusively presents the thought leadership of the firm. It features video and audio commentary from experts, including portfolio managers and market strategists, at BMO Global Asset Management.

To download the app, visit

To see the Viewpoints website, visit

For more information about BMO Global Asset Management and these new products, please visit:

About BMO Global Asset Management

BMO Global Asset Management is a global investment manager delivering service excellence from 24 offices in 14 countries to clients across five continents. Including discretionary and non-discretionary assets, BMO Global Asset Management had more than $254 billion in assets under management, as of April 30, 2015.

Headquartered by four multi-disciplined investment teams based in Toronto, Chicago/Milwaukee, London and Hong Kong, the organization is complemented by a network of world-class boutique managers strategically located across the globe. They include BMO Real Estate Partners, LGM Investments, Monegy, Inc., Pyrford International Ltd., and Taplin, Canida & Habacht, LLC. With operations throughout North America and Europe, and in Abu Dhabi, Mumbai, Beijing, Shanghai, Hong Kong, Melbourne and Sydney, BMO Global Asset Management has been named one of Barron's 2015 Top Fund Families. The firm has been recognized by Pension & Investments as one of the world's largest 100 asset managers based on combined assets under management as of December 31, 2014 and is a signatory of the United Nations-supported Principles for Responsible Investment initiative (UNPRI).

BMO Global Asset Management is a part of BMO Financial Group (NYSE: BMO), a fully diversified financial services organization with C$633 billion total assets and more than 47,000 employees as of April 30, 2015.


You should consider the Fund's investment objectives, risks, charges, and expenses carefully before investing. For a prospectus and/or summary prospectus, which contain this and other information about the BMO Funds, call 1-800-236-3863. Please read it carefully before investing.

iTunes is for legal or rightholder-authorized copying only. Don't steal music.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement, and trust and custody services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO Asset Management U.S. consists of BMO Asset Management Corp.

BMO Asset Management Corp. is the investment adviser to the BMO Funds. BMO Investment Distributors, LLC is the distributor. Member FINRA/SPIC. BMO Funds are not marketed or sold outside the United States.

Investment products are: Not FDIC Insured / No Bank Guarantee / May Lose Value

©2015 BMO Financial Corp

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