I noticed that companies like Pershing (NetX360), Fidelity (WealthCentral), Schwab (Advisor Center), TD Ameritrade (Veo) make ipad app for advisors.
Downloading app is free, but is there monthly charge for these applications?
Is there any websitethat compares the functionalities of all applications?
thank you very much.
Noticed your post had gone unanswered and figured I’d poke in.
There is no charge for using any of the apps you mentioned. They are meant to work with your advisory relationship that you have with the given firm. So, for example WealthCentral only works if you do your brokerage and custody for your clients at Fidelity.
Hope this helps. Let me know if you have any other questions.
Your clients and prospects are online. You need to be there with them. Long-term relationships require consistent engagement.
Personally, I am in favor of delegating such tasks to humans: https://www.ogscapital.com/ Never felt comfortable using too many apps for tha for some reason...