Investment management firms, custodians and broker dealers all say that financial planners are embracing Web-based workstations that work on smart phones, but they don’t agree on how fast advisors are going down that path.
Securities America, for instance, offers an entirely Web-based workstation for its 1,900 affiliated advisors, and wants to make a lot of those applications available on the iPhone by yearend. The company is testing applications on the device to ensure it can safely handle sensitive client information, according to Doreen Griffith, a senior vice president and chief investment officer of the Omaha, Neb.-based independent broker dealer.
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