Two large RIA firms have launched their own apps in the Apple and Android store, putting them ahead of the field in the race to maintain contact with clients.
Interactive Financial Advisors/IFA and Portformulas are using private-label versions of Trust Company of America’s mobile-device platform, Liberty, for the ventures. Now, financial advisors who are clients of Interactive Financial Advisors and Portformulas will be able to review client information in a range of different ways and do it from anywhere.
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