Most advisors use Windows-based machines in their offices to do everything from customer relationship management to financial planning, but two recent announcements by partners to advisors show that Apple is gaining a presence among advisors beyond placing AAPL into client portfolios.
MFS Investment Management said it has launched a iPad application for use by its U.S. wholesalers while its website, mfs.com, has been optimized to work with iPads and iPhones.
Like other mutual fund wholesalers, MFS’ wholesalers can now share documents and build presentations on iPads with advisors away from their desktop machines, and link to third-party analytics to perform due diligence on MFS mutual funds.