Nationwide Adds Web Tools To Help Advisors Monitor Clients Accounts
Nationwide Financial Services Inc., Columbus, Ohio, says it is adding Web tools to help financial advisors monitor their clients accounts.
One of the tools, the Fund Alerts tool, will send an advisor an e-mail notice about gains or losses in a variable annuity subaccount.
The advisor can choose the products and funds that the tool will track and decide what percentage of change in value should trigger an alert e-mail.
An advisor is also able to request a list of the clients who are invested in the subaccount.
Tim Lyons, a Nationwide vice president, says the new tool should help advisors manage the holdings of their variable annuity clients more actively and with a minimum of effort.