Wells Fargo Advisors Financial Network
Year founded: 2001
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | Facebook | ||
| Dedicated mobile application for advisers? | Y | ||
| Primary purpose of mobile application | Advisor desktop | ||
| Software Offered | |||
| Account aggregation software | Built in house/Proprietary | ||
| Compliance software | Vendor and proprietary | ||
| CRM | NexJ | ||
| Document management | Built in house/Proprietary | ||
| Financial planning | Built in-house/Proprietary | ||
| Portfolio management | Built in house/Proprietary | ||
| Portfolio rebalancing | Built in house/Proprietary | ||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | 6-12 months | ||
| Robo-advice services offered | TBD | ||
| How robo-platform developed | Other | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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