The “front door” for customers accessing wealth management firms is decrepit, outdated and woefully uninviting, according to a recent survey. Even as usage of wealth management apps increased during ...

TROY, Mich.--(BUSINESS WIRE)--Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer ...

Wealth management customers rank Chase Mobile app #1 for range of services, clarity of information, ease of navigating and appearance NEW YORK--(BUSINESS WIRE)-- The Chase Mobile® app was named the #1 ...

The wealthtech space is awash with solutions that all do something. But Oleg Tishkevich believes the industry is long overdue for a solution that does everything. This week, cloud technology and ...

TD Ranks Highest in Wealth Management Digital Experience Satisfaction in Advised Investor Segment, Wealthsimple Ranks Highest in DIY Investor Segment "Fintech players have really set the pace for ...

The US wealth management business at UBS has redesigned its iPhone app and added new functions to it, in a sign that the most high-brow firms with thousands of advisers are trying to better utilize ...

TROY, Mich.--(BUSINESS WIRE)--Wealth management firms have invested heavily in upgrading their apps, with 75% making feature enhancements in the past year, up from 44% a year ago. However, according ...