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

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

Resource

Recent Insights from the Wealth Industry

Information and analysis to help strengthen client relationships and grow your business.

Wealth Management

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Mobile App

Increase client outreach anytime, on any device

Create seamless client communication

Videos, newsletters, blog posts and personalized communication — the My Wealth Advisor mobile app instantly improves the client experience.

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.

Offer convenient access - 24/7

Clients can choose to favorite content for future reference. Plus, advisors can help clients avoid email overload by sending their seminar invitations, event updates and other communications right to clients’ devices.