Schwab Performance Technologies (SPT) announced today that its OpenView Mobile app is ready for use by RIAs.
According to Schwab, advisors can work with SPT to customize their app to reflect their own brand, including adding their firm's logo, contact details and choosing icons and colors.
Once the app has been customized, the advisor will post it on Google Play and iTunes app stores where clients can find it by searching for the firm’s name.
In addition, an RIA can customize the experience they want to create for their clients by including advisor news, promotional content, contact information and a Web site link, Schwab says.
“Mobile technology is a must-have for advisor firms looking to grow and build relationships, both with today’s clients and with the next generation, because it allows the advisor to deliver the ‘know me’, anywhere, anytime service clients expect,” says Neesha Hathi, Schwab Advisor Services' senior vice president in charge of Advisor Technology Solutions.
The app was first announced at IMPACT 2013 where Hathi identified mobile, cloud-computing, big data and integration as four key trends that will drive the success of an advisor’s future business.