As mobile applications proliferate, do financial advisors really use them?

“Definitely,” said Nate Call, vice president of product management at SunGard’s wealth and retirement administration business. “Not every meeting requires a mobile device but there are many times when an advisor will sit down with a client, outside of the office, and there will be information that needs to be presented to the client. Having that information on a mobile device such as an iPad changes the whole dynamic. Instead of being face to face with a client, the advisor can be side by side with that client, even shoulder-to-shoulder, sharing information as it appears.”

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