My Wealth Advisor

My Wealth Advisor™ is a revolutionary mobile app that helps financial advisors and their clients work better together. With My Wealth Advisor financial advisors can keep their clients up to date and securely deliver personalized content, helping them understand the changing wealth management landscape. My Wealth Advisor builds the relationship between clients and their financial advisors, and collaborate on building their financial futures.

Highlights:
• Financial Advisors control access and provisioning
• Phone and Tablet user experiences
• Automated updates with monthly videos, newsletters, market summaries and alerts
• Enables targeted content delivery to individual clients or groups
• Leverage financial advisors’ blog content and notifies clients of upcoming events
• Quick client access to phone and email contact methods, maps to their financial advisor’s office and the ability to request an appointment