Wells Fargo Introduces LifeSync(R), a Digital Platform to Help Clients More Easily Plan and Track Their Money
San Jose, California--(Newsfile Corp. - June 6, 2023) - Wells Fargo Advisors Financial Network (WFAFN) has announced the launch of LifeSync®, a personalized digital approach to aligning clients' goals with their money. LifeSync®, in the Wells Fargo Mobile® app, is available to Wells Fargo Wealth & Investment Management (WIM) clients.For WFAFN financial advisors, LifeSync® can support more informed and relevant conversations with clients, help keep clients engaged and informed, and support an...
2023-06-06 5:31 PM EDT