Mobile app upgrades try to catch up to client demand
Daniel Kuhn | Financial Planning, May 2019
Read the article online >Summary: The face of wealth management is changing, as a number of new firms look to keep up with consumer demand for convenient and functional client portals. In fact, eight in 10 advisors use the technology for communication and three in 10 believe it has the ability to disrupt the industry, according to the 2019 Financial Planning tech survey.
Be the first to comment on this Article