Note from the Publisher: It’s a hot news day for Wells Fargo. The bank is rolling out innovative fintech applications on multiple fronts – including for their retail customers and their wealth advisor platform.
“Wells Fargo says it has rolled out Client Dashboard, a practice-management tool to consolidate different applications and information for its roughly 15,000 advisors. The technology can be used on both desktop and mobile computers.
“It brings everything onto one page, so all the client information is at the advisors’ fingertips,” said Warren Terry, managing director of FA Platform, Innovation & Strategy in Wells Fargo Advisors, in an interview with ThinkAdvisor. “We want to give our advisors as much upfront information about a client as possible.”