Mobile App

Reach your clients any time on any of their devices

My Wealth Advisor is a mobile app that allows you to communicate with clients directly and distribute content to their smartphones and tablets. It reduces the risk of email overload and provides clients with a convenient way to communicate with their advisor.

Create seamless client communication

My Wealth Advisor improves the client experience with videos, newsletters, blog posts and personalized communication.

Send Personalized Information

Distribute Timely Content

Clients Can Favourite Items

Clients Can Request Meetings

App Content and Usage Analytics

iOS and Android Compatible

Go mobile in minutes

My Wealth Advisor setup is fast: Simply upload your client list and they will receive an email invitation to join. You select the content and the app notifies clients when information goes live.

Enhance My Wealth Advisor with Optional Integrated Content Solutions

Advisor Resource Centre

Keep clients up-to-date

Our sales, education, and client communication tool helps you deliver current, concise, and compliant resources to your clients via My Wealth Advisor
Provides content for distribution via print, email, or our app, while the Advisor Education and Alerting Service offers the most recent information on wealth management topics

Newsletters

Become an information resource

Our monthly financial planning newsletter service offers clients a wealth of personal finance and investment information right in their My Wealth Advisor app
Weekly, monthly, quarterly and annual market summaries for distribution

Advisor Websites

Build your online brand—and your business

Create a professional, high-quality website in minutes with our web product, helping establish your brand online and attract new prospective clients

eCard and Email Marketing

Personalized messages that create connection

The eCard and Email Marketing solution delivers automatic greeting cards to your clients for birthdays, holidays, client anniversaries and more, with the flexibility to create custom messages

See Product Specifications

Resource

Recent Insights from the Wealth Industry

Broadridge brings you the latest market trends, insights and analysis that impact the wealth industry.

Wealth Management

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Billing and Expense ManagementBilling and Expense Management

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Mobile App

Reach your clients any time on any of their devices

Create seamless client communication

My Wealth Advisor improves the client experience with videos, newsletters, blog posts and personalized communication.

Go mobile in minutes

My Wealth Advisor setup is fast: Simply upload your client list and they will receive an email invitation to join. You select the content and the app notifies clients when information goes live.

Offer convenient access 24/7

Clients can choose to favourite content for future reference. Plus, you can help them avoid email overload by sending your seminar invitations, event updates and other communications right to their devices.

Enhance My Wealth Advisor with Optional Integrated Content Solutions

Advisor Resource Centre

Newsletters

Advisor Websites

eCard and Email Marketing

Recent Insights from the Wealth Industry

Schedule a demo