Your name on the lock screen. In two seconds.
The most valuable real estate in wealth management is the glass your client checks dozens of times a day. Push puts your firm's name on the lock screen, not a generic portal alert, before they have unlocked their phone.
A fundamentally different channel from email
Appears alone on the lock screen
No inbox to compete in. One message, visible before the client has even unlocked the phone.
Your firm's name and icon
Not a custodian's name. Not "your advisor portal." Your firm, on an app the client chose to install.
Delivery and engagement measurable
You see what was delivered and what was opened, instead of guessing from an email open rate.
Tap the notification. Land in the right place.
One tap, no hunting
Every notification deep-links straight into the branded app: the message thread, the document, the Feed post, or the meeting details. The client does not hunt for what you sent. They tap once and they are there.
Your brand on every alert
Meet attention where it already lives
Experience Alpha in practice
A branded app with push averages 70%+ client engagement while custodial portals sit near 5%. The channel meets clients inside a habit they already have, so reach stops being a campaign you run and becomes a property of the platform.
Replace inbox competition
Frequently asked questions
What can we send via push?
Market updates, message alerts, document delivery, meeting reminders, Feed posts, and personal touches. Each one carries your firm's name and icon and deep-links to the relevant place in the app.
Is push compliant?
Yes. Push sits inside the governed communication layer. Content tied to advisor communications archives in real time to providers such as Global Relay and Smarsh, supporting FINRA Rule 4511 and SEC Rule 17a-4, and broadcast sends can route through a FINRA Rule 2210 pre-approval workflow.
Can clients control notifications?
Both sides have control. Clients manage delivery in their device settings, and your firm decides which categories are sent, to whom, and when. Notifications can go firm-wide, to a single advisor's book, or to a segmented cohort.
Does every post send a push?
No. You choose when to attach a push to a Feed post or message. Keeping the channel high-signal is what stops clients from muting it, so the restraint is a feature rather than a limitation.
What if email is still needed?
Push becomes the primary engagement channel, and email stays available for the edge cases your firm defines. Most firms find the volume of client email drops sharply once alerts and documents move to the app.
The full range of advisor-to-client moments
Market updates & Feed posts
A same-day note when volatility spikes, in your clients' pockets by 9:35 AM rather than that afternoon.
New message and document alerts
The client knows the moment an advisor replies, or a plan, statement, or tax document is ready to open.
Meeting reminders and personal touches
The day-before nudge that cuts no-shows, and the birthday note that says the relationship is more than a statement.
Built to the highest standards in wealth management
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
