Mobile Applications Transform the Financial Adviser

Guillemin, André
September 2009
Journal of Financial Planning;Sep2009 Solutions, p10
Academic Journal
The article focuses on the advantages of using mobile financial applications for financial advisers. Use of mobile financial software allows users to have access to client and account information as well as market data and stock quotes. According to the article, using mobile applications allows financial planners to become more competitive and can help them quickly reach out to clients. The article also addresses the topic of mobile security.


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