Solution introduction
Increase client outreach anytime, on any device.
The My Wealth Advisor mobile app allows advisors to distribute content to clients' smartphones or tablets as well as communicate with them directly, reducing the risk of email overload and providing clients with a convenient way to communicate with their advisor.
Create seamless client communication.
Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience.
