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We know that in today’s 24-hr world, the digital and mobile experience for clients and advisors is an essential part of the advisor – client relationship. Clients want to monitor and manage their accounts whenever it’s convenient for them and advisors want the flexibility to manage their clients and keep an eye on their business outside of the traditional office setting. Our platform provides options for both.

Smart2Go is an iPad® application that equips advisors with the data needed to securely provide quality advice in preparation for, during, and following a client or prospect meeting while away from the office. Access key client data, keep up with market developments, and manage your day with a current view of your calendar, tasks, and recently viewed clients.

Advisor Workstation screen showing a client

Clients can access their investment accounts online and see a similar experience across devices (desktop, tablet, and mobile). The secure online service provides a convenient portal for clients to view their accounts and help stay on top of their entire investment portfolio, the markets, and the economy1.

Features include:

  • Secure, 24/7 access from any device
  • Real-time account overview that consolidates portfolio information for individual and household accounts
  • Quick access to watch list, market updates, and contact information
  • Prominently displayed Envision® plan result links directly to the detailed plan
  • Envision Scenarios allows clients to adjust and model various goals to see the impact of these changes on their investment plans
  • Real-time, easily refreshed quotes; includes predictive search
  • Research center that aggregates news, Wells Fargo Investment Institute2 research, and independent analysis
  • Intuitive trading experience that flows naturally; accessible from multiple places
  • Paperless option for account statements, trade confirmations, tax documents and shareholder communications
Advisor Workstation screen examples

1Access to on-line services may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons. During times of high volume of trading at the market opening, or intra-day, clients may experience delays in system access, or execution at prices significantly away from the market price quoted or displayed at the time the order was entered.
2Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC © 2003-2020 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and not directly affiliated with First Clearing.
Wells Fargo Advisors is a trade name used by two separate registered broker-dealers: Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.


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