Financial advisors: Transform client relations with mobile solutions from Movel

Get the technology you need to keep up with evolving customer expectations, demographics, and demand – with mobile solutions from Movel, designed specifically for financial advisors, planners, and wealth managers. Boost profit margins per customer, triple referrals from satisfied customers and capture new market share through widening your customer demographic into the tech-savvy, millenial generation.

How mobile is transforming financial advisors >>

Enterprise Solutions for Financial Advisors

Web and mobile technology solutions from Movel enable financial advisors to respond rapidly to new revenue opportunities.

New innovative technologies and solutions from Movel deliver greater value by enabling better business insight to financial advisors. Win new clients, connect better with existing clients, increase referrals by using mobile and web technology from Movel. In addition to on-premise implementations, deploy business processes quickly and flexibly in the cloud.

Learn how Movel can transform your business.

How does Movel technology help financial advisors?

Increase customer referrals

Mobile technology from Movel helps clients send and financial advisors to receive referrals easy and conveniently.

Gain new revenue

Increase revenue with technology solutions from Movel, by helping customers move more assets under management.

Differentiate your brand

Use technology as a differentiator to gain market share and beat your competition. Being tech-savvy means more business.

Remain top of mind

Use the convenience of mobile technology to communicate with customers and always remain on top of their mind.

Improve your credibility

Build credibility with clients and prospects. Capture a younger generation of new clients and tech-savvy investors.

Discover new demographics

Get ready for new opportunities and market discoveries with a tech-savvy, socially-aware Millennial generation.

What are the benefits?

  • Establish and maintain high-touch relationships with clients and prospects
  • Increase the number and quality of referrals
  • Improve operations and collaborative processes for tracking client satisfaction and loyalty
  • Gain new reporting capabilities and gather business intelligence, to help identify new opportunities

Why Movel?

Movel is uniquely positioned to help financial advisors gain competitive advantage and reduce operational costs by building modern, performant and secure financial web and mobile applications. Our enterprise apps run on cost-effective public or private cloud infrastructure, and are secured by the industry's top encryption and data protection standards. We offer what other application development providers can’t: Deep skills and expertise. With more than 100 years of combined software experience in the design, development, deployment and securing of enterprise applications, we have the confidence to deliver your next important project.

Key facts


More referrals

When customers use mobile technology, they are more inclined to make a referral.


Less IT budgets

Compared to traditional solutions, Movel's suite of enterprise web and mobile financial products require less investment upfront and smaller ongoing maintenance.

Success Stories

Learn more