iTunes

Opening the iTunes Store.If iTunes doesn't open, click the iTunes application icon in your Dock or on your Windows desktop.Progress Indicator
Opening the iBooks Store.If iBooks doesn't open, click the iBooks app in your Dock.Progress Indicator
iTunes

iTunes is the world's easiest way to organize and add to your digital media collection.

We are unable to find iTunes on your computer. To download the free app My Wealth Advisor by Broadridge Financial Inc.,, get iTunes now.

Already have iTunes? Click I Have iTunes to open it now.

I Have iTunes Free Download

My Wealth Advisor

By Broadridge Financial Inc.,

This app is only available on the App Store for iOS devices.

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

What's New in Version 2.0

Bug fixes;
Performance Enhancements;

Screenshots

iPhone Screenshot 1
iPhone Screenshot 2
iPhone Screenshot 3
iPhone Screenshot 4
iPhone Screenshot 5
iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4
iPad Screenshot 5
My Wealth Advisor
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Business
  • Updated:
  • Version: 2.0
  • Size: 75.1 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

This application hasn’t received enough ratings to display a summary.