02/11/2013

SunGard Launches Mobile Meeting for Financial Planning

“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”

02/10/2013

Will Mobile Technology Reshape Wealth Management?

A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.