Adhesion Wealth Advisor Solutions recently announced revisions to its WealthADV technology platform that provide more ways for financial advisors to communicate with clients.
The enhancements allow clients to check their portfolios and performance reports via the Apple iPad as well as most Mac and Windows-based devices.
Adhesion's client portal enhancement is the first in a series of upgrades scheduled for the company's WealthADV platform.
The first upgrades, scheduled for October, include the ability to analyze client portfolio and practice data, and full WealthADV access for advisors via iPad, iPhone and Android applications.
The changes will increase advisors' ability to share key information on a timely basis. Clients will be able to pull up market values, portfolio holdings and other market data with a Web-browsing device.
For further information visit www.adhesionwealth.com.