By: 27 February 2023

The digital platform will track “key vitals”, including net worth, portfolio performance, market indices, FICO scores and credit card reward balances

Wells Fargo launches in-app product for wealth management customers

Wells Fargo has launched LifeSync, a personalised digital platform to help its customers plan and track their money. 

The product will be available to Wells Fargo’s US wealth and investment management customers at the end of March through its app. 

The digital platform will track “key vitals”, including net worth, portfolio performance, market indices, FICO scores and credit card reward balances.  

LifeSync will also connect customers to financial advisers, to support their evolving financial goals.  

The launch comes on the back of research done on behalf of Wells Fargo that showed most people prefer to handle their financial matters digitally, including investments.  

Michael Liersch, head of wealth and investment management advice and planning, commented: “LifeSync delivers what our clients have asked us for. They want to see their goals and how they’re progressing toward them. They want to understand what’s influencing their goals—both market events and their own actions.  

“And they want content that can help them as they move towards those goals. LifeSync does all this—and provides our clients a timely opportunity to connect with their advisors as their goals evolve.” 

Michelle Moore, head of consumer and wealth and investment management digital at Wells Fargo, said: “Accessing LifeSync conveniently within our mobile app helps us meet our customers where they are, and on their timeline.” 

Image: Wells Fargo

Josh Poyser
Josh Poyser is a junior editor at FinTech Intel.