Mobile App
Stay connected to your clients — anywhere, anytime
- Attract Digital-Generation Prospects and Referrals
- Distribute Timely, Compelling FINRA-Reviewed Content
- Enable Clients to Request Meetings
- Access App Content and Usage Analytics
- iOS and Android Compatible
Detailed Information
The way in which consumers interact with brands is changing. Make sure you remain relevant and top-of-mind with My Wealth Advisor, a fully customizable mobile app that was designed specifically for advisors like you. Create seamless client communications with the delivery of videos, newsletters, blog posts and personalized messaging — directly to the device that clients are checking 150 times a day.
This solution is included in these Packages:
Make Your App Reflect Your Brand
Each time your clients and prospects check the app, your brand promise is reinforced, keeping you top-of-mind and increasing your credibility. Through quick, easy setup, you create a customized app that complements your professional website and reflects your unique brand. Customization is available through:
- About page
- Upcoming events
- Blog that integrates with your Advisor Website
- Contact information
- Disclaimer
Establish Yourself as a Thought Leader
Gain access to the Broadridge Advisor Solutions content library to keep your app fresh, keeping your clients engaged and coming back time and again. Timely, FINRA-reviewed content is available in a variety of styles and formats to engage all viewer preferences and keep your clients up-to-date on the latest wealth management developments and trends. Plus, you have the ability to distribute targeted content to individual clients or a larger group. Demonstrate your thoughtfulness and care with:
- Content tailored for a variety of life stages and interests including generational groups, retirees and military
- Alerts
- Videos
- Market Summaries
- eNewsletters
Mobile App Solution Features
User Friendly
- Free technical support
- Advanced tracking and reporting tools
- Integrated compliance review
- Simple contact management
Optional Integrated Content Solutions
- Email & Social Marketing content library
- Advisor Websites
- eNewsletters
- eCards
