Prudential Advisors, the retail arm of Prudential Financial Inc., announced Dec. 3 the launch of the Prudential Advisors Connect mobile app, now available for iOS devices.
This latest development is part of Prudential Advisors’ innovation strategy that continues to incorporate artificial intelligence into advisor productivity tools. The launch is central to Prudential empowering its advisors with on-the-go access as they continue to invest in setting a new standard for the advisor experience.
The new Prudential Advisors Connect mobile app brings key desktop features to mobile devices for greater flexibility. Features include client search with access to portfolio summaries, leads dashboard with seamless calling and emailing integration, and a Microsoft Outlook agenda view for daily scheduling at a glance.
“The launch of our Prudential Advisors Connect mobile app marks an important step in our ongoing efforts to support advisors the way they support their clients,” said Pat Hynes, president of Prudential Advisors.
“By combining continuous data enhancements with practical mobile capabilities, we’re empowering advisors to stay connected and informed — to be effective where they are. The app is about giving advisors more time for what matters most: building trusted relationships with their clients.”
The Prudential Advisors Connect mobile app is designed to complement the desktop experience and is supported on iOS 18 and above, with Android coming soon.
Prudential Advisors Connect is Prudential Advisors’ proprietary AI-enhanced productivity platform launched in 2024 after a nine-month research and development cycle. It integrates financial planning, customer relationship management, investments, annuities and lead management. Collaboration with Prudential’s advisors was key to development, and 74% of user-suggested enhancements have been implemented since launch.
“The latest advancements at Prudential Advisors underscore our technology with a human touch philosophy,” said Hynes. “We take pride in deploying cutting-edge platforms to enhance, not replace, advisor judgment. Our mission to empower advisors grows stronger every day, helping them deliver transformative financial planning and advice that builds brighter futures for their clients and communities.”
Prudential Advisors, the retail arm of Prudential Financial Inc., has more than 3,000 financial advisors and fee-based financial planners.
