Mobile app vs Web Portal?

Some very interesting stats about mobile apps for Wealth Managers!

A mobile “app receives FOUR times as many logins as the desktop portal.”

The Moneyinfo team recently did a survey in partnership with Compeer Limited. Here are the main takeaways:

– A mobile “app receives FOUR times as many logins as the desktop portal.”
Online valuations ranked top in terms of importance
Secure messaging only slightly behind as 69% of all investors gave secure messaging via a client portal a four or five rating
– Also of high importance was the ability to store documents and sign others

What is also key is that a custom app emphasises the wealth managers brand and services.

As a wealth manager to UHNW clients, are you aligning yourself to your customer’s demands?