Mobile App

financial advisor mobile app solution

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


Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834