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.
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:
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: