What it can do for your business

IBM MobileFirst for iOS Advisor Alert helps wealth advisors prioritize client-related tasks while on-the-go, to make well-informed, timely decisions. Backed by customized analytics, the app tells the advisor what’s most important using a personalized dashboard that displays recommended next steps, portfolio-impacting alerts, and provides a communications platform to quickly delegate tasks to teams back in the office.

Informs on-the-go wealth advisors

Gain next best action analytics and stay informed with the right information to prioritize client tasks, on the road or at a client site.

Uses analytics to drive key decisions

Provides real-time and actionable alerts to make informed decisions.

Provides the critical information first

Delivers alerts in order of importance so wealth advisors can have the right client information when it matters most.

Why every wealth advisor needs Advisor Alert

  • Build better client relationships
  • Enable wealth advisors with critical information fast
  • Use the power of real time analytics
  • This app is backed by a great service plan