Going Mobile: Review of AssetMark’s New iPad App

Mobile technology has revolutionized wealth management in ways that were unimaginable 5-10 years ago. Smaller and smaller form factors that pack more and more processing power have provided us with almost unlimited flexibility and new ways to sell to and service clients. According to a recent report called Mobile in Wealth Management from Capco, Apple’s […]

A Sneak Peak at Envestnet’s Upgraded iPad App

This is an overview of Envestnet’s updated iPad app that was demoed at the Tools and Technology Today (T3) Conference that was held from February 11-13, 2013 in Miami, FL. The presenters were Marion Asnes, Managing Director, Chief Marketing Officer and Blake Wood, Vice President, Product Management. Wood explained some of the drivers behind the […]

Financial Advisor Technology: 9 Apps to Improve Your Practice

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. Moderator: Joel Bruckenstein, T3 Panelists: Bill Winterberg, Founder, FPPad Davis Janowski, Technology Reporter, InvestmentNews This was probably one of the most popular sessions at T3. Unfortunately, the room was half the […]

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

NorthWestern Mutual rolled out a new investment platform for advisors that integrates technology and services from a number of different vendors to provide and end-to-end wealth management experience. A big part of this platform is retirement planning and the core of this is provided by LifeYield, which will soon include an iPad app for advisors. […]

Merrill Tailors Mobile Tools to Advisor Demand

From an article published on March 22, 2012 by Tom Stabile Merrill Lynch has shaped a rolling development strategy to consistently upgrade functionality on mobile devices for its advisors and wealth management clients – an approach that eventually should lead to the ability to construct portfolios and execute trades on tablet computers. The focus on keeping an […]