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Mobile App

Increase client outreach anytime, on any device

Client Login

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.

Sends Personalized Info

Distributes Timely Content

Clients Can Favorite Items

Clients Can Request Meetings

App Content and Usage Analytics

iOS and Android Compatible

Go mobile in minutes

My Wealth Advisor setup is fast: Advisors simply upload their client list and their clients will receive an email invite to join. Advisors select the content and the app notifies clients when information goes live.

Enhance My Wealth Advisor with Optional Integrated Content Solutions

Advisor Resource Center

Keep clients up-to-date

Our sales, education, and client communication tool helps advisors deliver current, concise, and compliant resources to their 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

Help advisors become an information resource

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

eCards and Email Marketing

Personalized messages that create connection

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

See Product Specifications

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22c-2 Compliance22c-2 Compliance

Advisor Resource CenterAdvisor Resource Center

Advisor WebsitesAdvisor Websites

Annual ComplianceAnnual Compliance

Asset ServicingAsset Servicing

Bank Debt and Loan TradingBank Debt and Loan Trading

Beneficial Proxy ServicesBeneficial Proxy Services

Billing and Expense ManagementBilling and Expense Management

Capital Markets DisclosuresCapital Markets Disclosures

Cash ManagementCash Management

Collateral ManagementCollateral Management

Compliance and Regulatory Accounting Managed ServicesCompliance and Regulatory Accounting Managed Services

ConnectivityConnectivity

Consumer Preference and Profile ManagementConsumer Preference and Profile Management

Continuing EducationContinuing Education

Credit and Market RiskCredit and Market Risk

Data Management and ArchivalData Management and Archival

Data Management, Analytics and ReportingData Management, Analytics and Reporting

Derivatives Trade ProcessingDerivatives Trade Processing

Digital DeliveryDigital Delivery

Digital Experience ManagementDigital Experience Management

Direct MarketingDirect Marketing

Document CompositionDocument Composition

EDGARFormsEDGARForms

Enhanced PackagingEnhanced Packaging

Enhanced Proxy DesignEnhanced Proxy Design

Equity Trade ProcessingEquity Trade Processing

ESG Advisory ServicesESG Advisory Services

Expense Management and Fee ValidationExpense Management and Fee Validation

Expense Management Managed ServicesExpense Management Managed Services

Financial ReportingFinancial Reporting

Fixed Income Trade ProcessingFixed Income Trade Processing

Foreign Exchange Trade ProcessingForeign Exchange Trade Processing

Global Securities Class Action ServicesGlobal Securities Class Action Services

Global SWIFT ServicesGlobal SWIFT Services

Intelligent ProspectingIntelligent Prospecting

Intraday Risk MonitoringIntraday Risk Monitoring

Investment AccountingInvestment Accounting

Managed Reference Data ServiceManaged Reference Data Service

Managed Services, Hosting and IntegrationManaged Services, Hosting and Integration

Mobile AppMobile App

NewslettersNewsletters

Operational Risk ManagementOperational Risk Management

Performance and AttributionPerformance and Attribution

Performance Dashboards and Operational ReportsPerformance Dashboards and Operational Reports

Portfolio and Order ManagementPortfolio and Order Management

Portfolio Securities VotingPortfolio Securities Voting

Post Trade and Regulatory CompliancePost Trade and Regulatory Compliance

Post Trade Control SolutionsPost Trade Control Solutions

Post Trade Processing Managed ServicesPost Trade Processing Managed Services

Pricing and ValuationPricing and Valuation

Print Delivery and Postal OptimizationPrint Delivery and Postal Optimization

Print MarketingPrint Marketing

Proxy ServicesProxy Services

ProxyVoteProxyVote

Rapid OnboardingRapid Onboarding

ReconciliationReconciliation

Reconciliation Managed ServicesReconciliation Managed Services

Reference Data ManagementReference Data Management

Registered Proxy ServicesRegistered Proxy Services

Regulatory CommunicationsRegulatory Communications

Revenue Management and Fee BillingRevenue Management and Fee Billing

Sales and Asset ReportingSales and Asset Reporting

Securities FinanceSecurities Finance

SeminarsSeminars

Shareholder Data ServicesShareholder Data Services

SmartRoomSmartRoom

Sponsored Name PlacementSponsored Name Placement

Stock TransferStock Transfer

Tax ServicesTax Services

Virtual Shareholder MeetingVirtual Shareholder Meeting

Wealth Insight ServicesWealth Insight Services

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