The “CLS My Mobile Advisor” app is designed for advisors and representatives, providing access to client information including account values, performance and reports. Clients can also use the app to access their personal account information. The “CLS My Mobile Advisor” app is FREE and available to download at both the Android and Apple app stores.
Consumer demand for on-the-go tools to make calls, watch movies or simply surf the web is fueling the ever-steady development of new and improved devices. If you’re using a mobile device, you know first-hand the impact the tool has on your ability to access and manage information; and, you’re not alone. You can bet a good percentage of your clients own similar devices. This widespread adoption of the technology presents a huge opportunity for advisors to use mobile devices to connect with clients.