Orange County Wealth Management Firm IWM Partners Launches Custom App

June 28, 2013

The LPL financial advisors at IWM Partners are releasing an app, giving clients access to custom content and streamlining communication.

Fountain Valley, CA (PRWEB) June 28, 2013

The Orange County wealth management firm IWM Partners today announced the launch of a custom app, which will be available free of charge on Apple and Android platforms in late July. The new app will give clients a portal to easily communicate with their advisor, schedule an appointment, get notifications about upcoming events and access custom content.

“We are always looking for tools to better connect with our clients and feel this app is a convenient and engaging way to become more involved in peoples’ everyday lives,” said IWM Partners financial advisor Shawn Hochuli.

The branded app has a library of videos and articles on a wide variety of financial topics that are consistently updated to stay relevant. With the “Ask a Question” feature, clients can quickly get in touch and receive a response right to their phone or tablet. The appointment feature allows clients to suggest dates and times for meetings with their advisor directly from the app.

For those needing help finding the wealth management firm’s Orange County office, the map application provides directions. Push notifications remind clients about upcoming in-office workshops and other events, and the contact screen makes it easy to get in touch with anyone in the office with one click.

The app also links to IWM Partners’ Facebook, Twitter, LinkedIn and YouTube pages as well as the IWM Partners website, giving clients a convenient portal to access a variety of content.

The app will be released on the Apple iTunes Store for iOS devices and the Google Play Store for Android devices in late July.

About IWM Partners

With more than 40 years combined experience and working with more than $150 million of advisory assets through LPL Financial, Shawn Hochuli, Barbara Stowell and Michael Hernandez, CFP®, have the necessary skills to help clients feel at ease while navigating these unpredictable financial times. From investment management and estate planning, to insurance and tax strategies, the Orange County LPL financial advisors at IWM Partners help clients move comfortably into retirement. Learn more at IWMPartners.com.

  • The financial consultants at IWM Partners are registered representatives with and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.


For the original version on PRWeb visit: http://www.prweb.com/releases/2013/6/prweb10880094.htm

Source: prweb

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