Business Wire

Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--It’s not just Millennials 1 and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital ...
Business Wire

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...
Financial Planning

Clients want more from financial services apps, websites

A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...
SmartAsset on MSN

Client management software for financial advisors

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...