Hi Keisoccer,

Noticed your post had gone unanswered and figured I’d poke in.

There is no charge for using any of the apps you mentioned. They are meant to work with your advisory relationship that you have with the given firm. So, for example WealthCentral only works if you do your brokerage and custody for your clients at Fidelity.

Hope this helps. Let me know if you have any other questions.

Best,

Mike
finservMarketing finservMarketing

Your clients and prospects are online. You need to be there with them. Long-term relationships require consistent engagement.

Thanks Mike.

thanks for the advice)

Personally, I am in favor of delegating such tasks to humans: https://www.ogscapital.com/ Never felt comfortable using too many apps for tha for some reason...