The major focus behind creating the Smart2Go app was the ability to help drive conversations between advisors and their clients. By June 2,700 advisors will have access to the app.
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After 2yrs of planning Wells Fargo launches new tablet app for advisors
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The app is an extension of the firm’s SmartStation desktop platform that uses a simple, intuitive interface to provide and document clients’ financial plans through the firm’s Envision software, compare asset allocation models, read Wells Fargo Investment Institute reports and review current account holdings and activity with clients.
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