Wellving Asset Management to release new app by August.
“Here at W.A.M we are always looking at ways of making our clients life as easy as possible and feel it is important to take this step to ensure just that.”
He then goes on to say, “This app will allow customers to directly link with there Portfolio Manager, send direct messages and request meetings.
“On top of that they can link there banking to the app which means they will easily be able to buy and sell positions that they have in the markets and withdraw profits swiftly from their accounts.”
Vice President Finnegan Meyers also released a statement, “W.A.M are moving with the times and after speaking to existing customers and asking them how they feel Wellving could do better as a company this was something that came up regularly not only does it make life easier for customers but it also frees up time for the advisor allowing them to do what they do best managing accounts… “
Just to reassure everyone Mr Meyers also continues to say, “Of course it doesn’t mean that the advisor will offer any less of his time and its important customers understand that their advisor is only a phone call or an email away and now alternatively you will be able to direct message your advisor straight through the app itself.”
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