Financial advisors may not have much of a reputation for being tech geeks, but that hasn’t stopped them from incorporating the newest digital devices into their practices.
Indeed, companies such as Fiserv, Pershing, Thomson Reuters, and Morningstar are all joining the ranks of firms that promise advisors a world of information at their fingertips to manage client accounts.
The latest in popular gadgetry to enter the advisory world? Apple’s iPad.
“We have a lot of clients using iPads,” said sales associate and self-described tech geek Gary Bondaug of Fiserv-AdviceAmerica during an AdvisorVision and ClientVision product demo on Wednesday, August 25. “Because AdvisorVision is a Web application, it is fully available to advisors on mobile devices such as iPads and any other Web-enabled devices.”