Portfolio Asset Managers

Wealth Managers With the Best & Worst Apps, Websites: J.D. Power

by Michael S. Fischer
News December 20, 2022 at 12:13 PM

Mobile apps and websites have become a critical component of the overall wealth management client experience, as investors increasingly consult digital first to review their investments, make transactions and conduct research, according to a study released Tuesday by J.D. Power.

Firms Scoring Above Average

Firms Scoring Below Average

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