Comprehensive mobile app delivers portfolio access, performance reporting, and secure communication for all NFSG clients and advisors
BOCA RATON, Fla.–(BUSINESS WIRE)–#AdvisorPlatform–NFSG Corporation today highlighted its NFSG 360™ mobile platform as a cornerstone of its national expansion strategy, providing all NFSG advisors and clients with technology capabilities that rival those of major financial institutions. The app, available on iOS and Android, enables smaller advisory practices to deliver the same sophisticated digital experience expected by today’s investors.
NFSG 360 serves as the primary delivery mechanism for the firm’s Wealth Management Program and comprehensive financial services, providing clients with secure access to their portfolios, performance reporting, and communication with their advisors from anywhere.
“When we developed NFSG 360, our goal was to empower advisors with technology that enhances rather than complicates the client relationship,” said Kurosh Golchubian, Chief Technology Officer of NFSG Corporation. “We focused on creating an intuitive platform that gives advisors and clients the tools they need while maintaining the security and sophistication expected from a premier wealth management firm.”
The platform includes:
- Portfolio values and comprehensive performance tracking
- Secure document vault with biometric authentication for enhanced security
- Clear reporting on holdings and portfolio changes
- Aggregated performance reporting across all accounts
- 12-month projected income from dividends and interest
- External account aggregation linking all assets and liabilities for complete net worth visibility
“My clients love the NFSG 360 app – they check their accounts more often and feel more connected. This technology strengthens client relationships instead of getting in the way,” said Michael Whitaker, NFSG Advisor since 2010.
“Your clients will love the NFSG 360 app.” added Thomas Casolaro, Chairman & CEO of NFSG Corporation. “We built NFSG to be the last move you’ll ever need to make, and technology like this is a critical part of that promise.”
For advisors, NFSG 360 integrates seamlessly with the firm’s practice management technology, including Redtail CRM, eMoney financial planning, and the proprietary digital transition platform that has revolutionized how advisors move their practices to NFSG.
The mobile platform is user friendly for clients and particularly benefits advisors transitioning from wirehouses or other independents who want to maintain sophisticated technology capabilities while gaining independence. It provides the digital infrastructure necessary for advisors to serve clients effectively regardless of location, supporting NFSG’s mission to expand its network of independent advisors nationwide.
The NFSG 360 platform exemplifies the firm’s commitment to providing “everything you need, nothing you don’t” – sophisticated capabilities without unnecessary complexity that can hinder advisor productivity or client experience.
Client feedback reinforces the platform’s success. Customers of NFSG have shared their experiences publicly on Google Reviews. To see what clients are saying, visit: https://www.nfsgwealth.com/nfsg-customer-reviews.
For more information about NFSG 360 and the technology platform available to NFSG advisors, visit https://www.JoinNFSG.com/
About NFSG
NFSG is an independent wealth management firm dedicated to helping clients achieve their financial goals through thoughtful planning and disciplined investment management. The firm is widely recognized for its proprietary “Fair Value” numbers, developed by Chief Market Strategist Donald Selkin, featured on CNBC for over 35 years as part of the pre-market futures board.
Contacts
Media Contact
Communications Office – NFSG Corporation
[email protected] | (877) 669-1255
