According to a recent announcement, this client portal enhancement marks the first installment of a major upgrade to the WealthADV platform, creating a clearer and more comprehensive source of information while saving advisers from printing and mailing performance reports. The WealthADV technology platform, which also allows clients to check their portfolios on most Mac and Microsoft Windows-based devices, aims to encourage communication between RIAs and their clients.
According to the announcement, starting in October, Adhesion will roll out an array of new capabilities to help RIAs manage their practices, including:
- new capabilities for advisers to interact with and analyze client portfolio and practice data
- WealthADV access for advisors via the iPad
- iPhone and Android-based apps for clients with smart phones
For further information, visit Adhesion Wealth Advisor Solutions at www.adhesionWealth.com, or call at 888.295.8351.