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My Wealth Advisor

My Wealth Advisor at Mac App Store analyse

Broadridge Financial Inc.,
Business Finance
5,344 ratings · Power index: 100
Free Mac App Store Follow Website
Version 2.0
Size 71.59 Mb
Updated 8 years ago
Released 16 Feb 2017

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Description

My Wealth Advisor™ is a revolutionary mobile app that helps financial advisors and their clients work better together. With My Wealth Advisor financial advisors can keep their clients up to date and securely deliver personalized content, helping them understand the changing wealth management landscape. My Wealth Advisor builds the relationship between clients and their financial advisors, and collaborate on building their financial futures. Highlights: • Financial Advisors control access and provisioning • Phone and Tablet user experiences • Automated updates with monthly videos, newsletters, market summaries and alerts • Enables targeted content delivery to individual clients or groups • Leverage financial advisors’ blog content and notifies clients of upcoming events • Quick client access to phone and email contact methods, maps to their financial advisor’s office and the ability to request an appointment

Estimates

Monthly Downloads > 2.2k
Est. Revenue ~ $900
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Availability

Devices

iPad2Wifi iPad23G iPhone4S iPadThirdGen iPadThirdGen4G iPhone5 iPodTouchFifthGen iPadFourthGen iPadFourthGen4G iPadMini iPadMini4G iPhone5c iPhone5s iPadAir iPadAirCellular iPadMiniRetina iPadMiniRetinaCellular iPhone6 iPhone6Plus iPadAir2 iPadAir2Cellular iPadMini3 iPadMini3Cellular iPodTouchSixthGen iPhone6s iPhone6sPlus iPadMini4 iPadMini4Cellular iPadPro iPadProCellular iPadPro97 iPadPro97Cellular iPhoneSE iPhone7 iPhone7Plus iPad611 iPad612 iPad71 iPad72 iPad73 iPad74 iPhone8 iPhone8Plus iPhoneX

Pricing by country

Country Price
USA free