NU Online News Service, Feb. 26, 10:28 a.m. – Nationwide Financial Services Inc., Columbus, Ohio, is adding Web tools to help financial advisors monitor clients’ accounts.
One of the tools, the Fund Alerts tool, will send an advisor an e-mail notice when gains or losses in a variable annuity subaccount reach a designated level. An advisor can also request a list of the clients who are invested in the subaccount.
Another tool, the Business Analyzer tool, provides current information about all the Nationwide products that an advisor’s clients own.
The advisor can control the types of data included in the reports, the level of detail displayed, and the formatting, Nationwide says.
An advisor could, for example, use the Business Analyzer tool to create a list of all clients over age 60 with more than $200,000 in assets in any Nationwide Financial product, Nationwide says.