Vector Wealth Management Introduces iOS and Android Mobile App for Client Portal
Minneapolis, July 1, 2019 – Vector Wealth Management (Vector), a nationally registered investment advisory firm in its third decade of providing wealth management solutions to clients in Minnesota and nationwide, has introduced a mobile application that provides convenient and secure "on-the-go" access to an award-winning* client portal.
The mobile app for iPhone and Android will enable Vector clients to easily view their portfolio and engage with their Vector team on their devices. Clients may interact with a portfolio dashboard, view portfolio reports, and access important files in the document-vault storage system.
"Mobile is now a necessity for our clients in today's digital environment," said Jason Ranallo, director of Vector’s Portfolio Management Group. "I think clients will really like the Vector Wealth Client Portal app because it combines security with convenient access to their account information in a familiar interface.”
The mobile app offers the same level of rigorous security available in the desktop portal. Additionally, the iPhone version integrates Face ID facial recognition security.
Clients can find and install the mobile app by searching “Vector Wealth Client Portal” from the Apple iOS or Google Play app store. Once installed, clients may log in with their existing client portal credentials and get instant access to an optimized mobile experience of the client portal.
About Vector Wealth Management
Vector helps clients have confidence in their financial lives. Rooted in client relationships, Vector’s comprehensive approach to service, utilizing its proprietary application and process Sojourn™, encompasses portfolio management, wealth protection, and focuses on tax, retirement, estate and legacy planning. Vector was founded in 1993 as a fiduciary and is a registered investment advisory firm. Vector now manages over $1 billion in client assets and serves over 900 clients nationally. For more information on Vector Wealth Management, visit www.vectorwealth.com or call 612-378-7560.
Mobile app store links:
Apple iOS
Google Play
Media Contact
Ezra Firkins
Communications
* Envestnet | Tamarac, provider of intelligent systems for wealth management organizations, won a 2018 Family Wealth Report Award for its portfolio management solution. The award reflects continual enhancements that are made to reporting tools including the Envestnet Mobile App. Vector Wealth Management makes available to its clients a customized version of the Envestnet Mobile App.
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