Wells Fargo Unveils Digital Platform for Wealth Management Customers


Share post:

Wells Fargo has launched a digital platform to help its millions of wealth management customers plan and track their money.

The LifeSync platform will arrive in the Wells Fargo app at the end of March for the US giant’s 2.6 million wealth and investment management (WIM) clients. It will provide real-time goal progress, and track key “vitals,”—including net worth, portfolio performance, market indexes, FICO scores and credit card rewards balances.

The company said that the platform would provide Wells Fargo content through “Your Feed” and serve as a link to the client’s financial advisor as goals or life events change and develop.

Read more: Wells Fargo unveils digital platform for wealth management customers

TalkFintech Bureau
TalkFintech Bureauhttps://talkfintech.com
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.


Please enter your comment!
Please enter your name here


Related articles

Hyve Launches Multiplayer Money Platform – Earn and Save Faster with Others

Hyve announces its mobile app is now available on iOS and Android. Hyve aims to pave a simplified...

JustPaid Offers State-Of-The-Art Revenue Management Functionality

JustPaid announces the launch of its fully automated revenue management functionality within the platform. The new feature in the...

Fraud Detection Best Practices in Fintech

Fraud poses a significant threat to financial technology companies. To stay safe, firms need to be vigilant. Firms...

SMArtX Advisory Solutions Enhances New SMArtY Platform with Two More Asset Management Firms

SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announced Fidelity Investments and Invesco will make...