The right insights, right now

Access the latest news, analysis and trends impacting your business.

Mobile App

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.

Sends Personalized Info
Distributes Timely Content
Clients Can Favorite 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 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


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
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