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Wells Fargo Preparing to Launch Digital Platform for Wealth Management


Wells Fargo to Launch Digital Platform for Wealth Management FEBRUARY 22, 2023 Wells Fargo is preparing to launch a digital platform offering clients tools for wealth management. The new LifeSync, which will be available to select clients of the bank’s Wealth and Investment Management (WIM) division at the end of March, will provide real-time progress on goals, track key financial metrics, deliver relevant content and provide a connection to a financial advisor, Wells Fargo said in a Wednesday (Feb. 22) press release. “With LifeSync we’ve created another innovative user experience in the Wells Fargo Mobile app, offering one cohesive approach to goal…

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