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Going Mobile: Review of AssetMark’s New iPad App

Going Mobile: Review of AssetMark’s New iPad App

Posted by on Oct 21, 2014 in Mobile

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 […]

WM Today now has its own Twitter Handle: @WM_Today

WM Today now has its own Twitter Handle: @WM_Today

Posted by on Jan 27, 2014 in Mobile

“Everyone thinks of changing the world, but no one thinks of changing himself.” — Leo Tolstoy What a difference a year makes!  The number of views on this blog more than tripled from 2012 to 2013.  Thanks to all of you who have kept up with my posts and been interested enough to read what […]

A Sneak Peak at Envestnet’s Upgraded iPad App

A Sneak Peak at Envestnet’s Upgraded iPad App

Posted by on Apr 15, 2013 in Mobile

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 […]

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

Posted by on Jan 27, 2013 in Mobile

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. […]