Mobile or Missed Opportunity

If your client can order sushi, schedule a dentist appointment, and find a dog groomer on their phone, guess what they expect from their advisor? A mobile-first experience. In wealth management, mobile access is no longer a perk. It’s the expectation.

Advisors are in the relationship business and today’s relationships are maintained on screens just as much as in person. Whether it’s checking account balances between meetings or reviewing investment allocations from the airport lounge, clients want their advisors to be as accessible and agile as the other services they rely on.

The Rise of the Mobile-First Client

The numbers say it all: client engagement with the portal is roughly twice as high on mobile as it is on desktop. On average, clients log in about eight times a month via the app, compared to just four times on the web. That’s not just convenience; it’s a shift in expectation.

Clients today want to view account performance, track goals, securely share documents, and message their advisors on the go. Mobile isn’t just a digital gateway. It’s become a core touchpoint in the advisor-client relationship.

Real-Time Tools That Build Trust

The SS&C Black Diamond^® mobile app delivers a comprehensive experience, where clients can:

• Access account details and performance data
• View net worth, portfolio allocation and integrated planning content
• Securely share and receive documents through the Vault
• Stay connected to their advisory team

Meanwhile, advisors and firm users can:

• View and manage client relationships on the go
• Troubleshoot and support clients mobile experience
• Post Relationship Timeline updates and assign follow-up Tasks
• Unlock client users
• Access and share documents in the app

Modern advisors aren’t always in an office, and they shouldn’t need to be. Consider this: a client texts an advisor needing a document before boarding a flight. In minutes, the advisor pulls the file from the Vault on his phone and sends it off, no laptop needed. The advisor summarizes the interaction and sends the client a follow up Timeline post to memorialize the interaction and leave a reminder of the value they are providing.  

The result? A satisfied client and a deepened sense of trust before the fasten seatbelt sign even lights up.

And for firms that want their clients to see their brand on their phones home screen at all times, a white-labeled version of the app is available. Now your firm can offer its own app in the App Store. That’s not just functional. It’s impressive.

Competing on Experience

Mobile isn’t just about tech; it’s about strategy. Clients compare their advisor’s mobile tools to the ones they use daily. If your client experience feels outdated or doesn't offer the same features clients can get on anything from consumer to banking apps, your firm risks falling behind.

Today’s younger investors expect seamless experiences. Clunky interfaces and outdated workflows send the wrong message and often drive clients elsewhere.

Mobile readiness also matters to your team. Advisors want to work for firms that empower them with tools that simplify workflows, reduce manual processes, and enhance client service. In today’s talent market, that capability sets firms apart.

The Time Is Now

It’s 2025. If your mobile experience still feels like an afterthought, your clients—and your advisors—are already looking elsewhere. 

Firms that embrace mobile technology unlock real-time responsiveness, strengthen engagement, and position themselves as leaders in a competitive market. Advisors who lean into mobile aren’t just adapting to the future—they’re defining it.

To learn how the SS&C Black Diamond^® Wealth Platform can support your mobile strategy, request a personal demo, call 1-800-727-0605, or email info@advent.com.