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TROY, Mich.: 23 Nov. 2021 — Wealth management firms have invested heavily in upgrading their apps, with 75% making feature enhancements in the past year, up from 44% a year ago. However, according to ...
JD Power 2024 US Wealth Management Digital Experience Study key findings Moving beyond basics of digital functionality. A majority of full-service apps (70%); full-service websites (75%); self ...
TROY, Mich.--(BUSINESS WIRE)--Wealth management firms have invested heavily in upgrading their apps, with 75% making feature enhancements in the past year, up from 44% a year ago. However ...
NEW YORK, April 09, 2025--OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate today.
COSTA MESA, Calif.: 11 March 2019 — While the mobile app has become the interaction channel of choice for many industries, utilization of wealth management mobile apps is among the lowest of all ...