Feature spotlights

Customize a client’s financial portfolio in real time

Wealth advisors are able to access and manage a client portfolio while at the local coffee shop or in the comfort of a client’s home. The app plays out various investing scenarios and test recommendations that tailor information to the client, creating a more enriching experience.

Get a comparative analysis for next best recommendations

Trusted Advice equips wealth advisors to deliver a scenario-based, graphic-rich and interactive financial planning session based on powerful analytics. The advanced analytical insights and dynamic presentations of the app can turn ordinary money managers into trusted, on-site partners.

Increase the security of transactions

Proprietary data remains safe, with built-in security features of iOS. The digital signature capability enables real-time capture of client approval for modifications at the point of client contact. Offline storage allows authorized documents to be stored in the digital vault and viewed offline.

Use real-time financial modeling

Trusted Advice provides an easy way for clients to understand how their holdings compare to a model portfolio based on their risk tolerance. The rebalance mechanism allows clients to generate a list of transactions that move their holdings towards the recommended model or desired scenario.

The app is backed by a great service plan

Through its service plan, IBM and Apple have teamed up to provide you with the most comprehensive support available. It includes 24/7 phone support from Apple and next-business-day on-site service from IBM. Whether buying or leasing devices, the IBM flexible procurement model enables you to go from procurement to deployment quickly. You can also manage all your iOS devices from a single portal and effortlessly apply security policies that ensure data protection on every device.

You may also be interested in

IBM MobileFirst for iOS Loan Advise

Improves ability to prospect for clients and recommend loan products.

Learn more

IBM MobileFirst for iOS Discover Needs

Empower wealth advisors with critical client meeting data.

Learn more