The new Prudential Advisors Connect mobile app brings key desktop features to mobile devices for greater flexibility. Features include client search with access to portfolio summaries, leads dashboard ...

Comprehensive mobile app delivers portfolio access, performance reporting, and secure communication for all NFSG clients and advisors NFSG Corporation today highlighted its NFSG 360™ mobile platform ...

Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones — at least those who custody with Fidelity. As of Thursday the ...

After several updates to its digital workstation that helped advisors work more effectively from home during the pandemic, Bank of America Merrill Lynch is now setting its sights on getting ...

Toronto-based Morningstar Research, Inc. has launched a new iPad app that will allow financial advisors access to the company’s portfolio analysis and investment research platform. Morningstar for ...

NEW YORK, May 28, 2013 /PRNewswire/ — J.P. Morgan Asset Management today announced that it has launched a new iPad app, providing a revolutionary tool that will equip advisors to have in-depth, ...

The use of mobile applications, a type of software that runs on a mobile device and is known quite simply as an app, has exploded into the financial advice arena, with advisors’ customers of tomorrow ...

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced two platform enhancements designed to deliver AI-driven campaign ...