Mobile Applications for Financial Services
Financial clients expect digital access to their accounts and advisor. A custom financial services app with portfolio viewing, secure messaging, and planning tools keeps clients engaged, informed, and loyal to your firm.
Challenges Financial Services businesses face online
- 1
Clients check investments on generic brokerage apps, not your firm's branded experience.
- 2
Secure communication with clients relies on phone calls and encrypted email.
- 3
Financial planning tools and projections aren't accessible to clients outside meetings.
- 4
Meeting scheduling requires back-and-forth emails and phone calls.
- 5
Client engagement between quarterly reviews is minimal.
How GRADAX Mobile Applications solves them
- 1
A branded portfolio dashboard with real-time account values and performance data.
- 2
Secure in-app messaging for communication that meets compliance requirements.
- 3
Interactive financial planning tools and retirement projections clients can explore anytime.
- 4
One-tap meeting scheduling integrated with your calendar.
- 5
Push notifications for market updates, planning milestones, and engagement touchpoints.
Mobile Applications for Financial Services — FAQ
Answers to common questions about this service for your industry.
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