Wells Fargo Readies Personal Finance App for Wealth Biz Clients
by: Glenn Koch
Wells Fargo will soon launch a personal finance application for its mobile platform. LifeSync will be available to Wealth & Investment Management clients in the bank’s Private Client Group and Wealth Brokerage Services divisions as well as the independent Financial Network channel, according to a press release. The app will allow real-time monitoring of clients’ progress toward financial goals, starting with those previously articulated with their advisor, according to Wells’ Michael Liersch, head of advice and planning for Wealth & Investment Management. As clients create new goals through the app, those goals also go to the advisor, who can add them to the client’s financial plan and relay guidance as to any plan changes needed to meet those goals, Liersch added.
Read the full article on Financial Advisor IQ