United Capital Monetary Advisers has launched a brand new cell app that enables purchasers to observe their monetary plans and obtain updates and talk instantly with their advisors.
The app contains all of the capabilities of the advisory agency’s web-based consumer portal, GuideCenter. It's out there within the iTunes App Retailer and Google Play.
GuideCenter was launched practically two years in the past, with the objective of bettering transparency and giving purchasers extra decision-making energy.
On the app, purchasers can talk with their advisor, obtain video messages from them, entry their MoneyMind and HonestConversations profiles, handle objects on their to-do checklist, request adjustments to monetary planning assumptions, add and entry paperwork and observe their portfolios.
“Shoppers spend as much as 5 hours a day on their telephones,” United Capital founder and CEO Joe Duran mentioned. “Advisors who wish to keep related to their purchasers must be of their cell gadgets. The GuideCenter app provides purchasers the instruments they should perceive their monetary lives and offers advisors a dynamic strategy to have interaction their purchasers untethered to geography.”