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BROKER–DEALERS: Fewer Than 1,000 Advisors Technology
JANNEY MONTGOMERY SCOTT
Secure Client Portal
Janney is focused on improving our digital client experience by enhancing Online Access, our secure client portal. The initiative is to improve the site’s ease of use, design and navigation, promote financial planning and financial wellness to our clients, and facilitate quick, easy, and secure communication with our Financial Advisors. Stakeholders throughout the firm, including Financial Planning, Wealth Management, High Net Worth consulting and
Operations, have provided their input to the site to facilitate integrations into Online Access, enabling Janney to better service our clients by addressing their goals and needs.
Janney is a leading full-service wealth management, capital markets, and asset management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help reach their personal or business goals. With a history of strength and stability, an ability to execute, and a culture of service and collaboration, we continue to deliver on our mission of offering the highest standard of success in financial relationships. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company.
www.janney.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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