The iPad Revolution: Implications for Financial Services and IFA Communications

Many financial firms in the UK are embracing the technology, with an exponentially increasing number of providers and IFA businesses integrating iPads into their systems, sales and advice processes. With early iPad adopters at the most affluent end of the market, the costs of not engaging with the technology now could be significant.

 

”Finantix Wealth Apps Tools for financial planning, portfolio analysis, order management,alerting and client reporting. The apps support sales conversations with prospects, allowing advisers to present services and products,discover and discuss client needs, and simulate different hypotheses and solutions. They also provide tools to monitor and review the financial situation of existing clients and collaboratively agree appropriate action to take.”

 

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