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
