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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

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
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