The solution will enable advisors to engage with clients, in-person and demonstrate their value, as part of its comprehensive wealth management mobility strategy, said the company.
Additionally, advisors will be given mobile access to their clients’ WealthStation financial planning reports, facilitating increased collaboration and effectiveness of client meetings.
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Being also available in the mobile tablets, it will reduce the need to print and carry paper-based reports as well as associated resource and printing costs, claims the company.
Moreover, since client information data will not be stored on the device, its security can be ensured, Sungard added.
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