The platform unifies more than 200 tools, proprietary systems and artificial intelligence (AI)-driven analytics within a single desktop environment.
California-based diversified financial services firm Wells Fargo & Company (Wells Fargo) has introduced Advisor Gateway, a modernised desktop platform designed to streamline the adviser workflow across its wealth and investment management (WIM) division. The system will provide access to more than 200 tools and applications The system will provide access to more than 200 tools and applications, including proprietary resources such as Account 360, Client Review Center, Envision Planning a