2012 Space01: The iPad Revolution - Implications for Financial Services and IFA communications
Mentioned in the report:
Finantix Wealth Apps
''Finantix Wealth AppsTools for financial planning, portfolio analysis, order management,alerting and client reporting. The apps support sales conversationswith prospects, allowing advisers to present services and products,discover and discuss client needs, and simulate different hypothesesand solutions. They also provide tools to monitor and review thefinancial situation of existing clients and collaboratively agreeappropriate action to take.''