J.P. Morgan Wealth Plan Wins Smart Money Award from Real Simple, #1 Women’s Monthly Magazine in the U.S.
Wealth Plan collects fourth award in five months for helping make financial goals happen
Wealth Plan is a free digital money coach that helps Chase customers plan, save and invest for their goals, all in one place. It provides users with a full view of their finances, including accounts outside of Chase, and allows them to set goals and get personalized step-by-step guidance to help reach them. Wealth Plan users can also schedule a video meeting and work with a J.P. Morgan advisor right in the Chase Mobile app.
“Studies show women tend to invest for the long term, and Wealth Plan makes it simple to create a financial roadmap – from buying a dream home, starting a family or retiring early,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “Wealth Plan is helping to make women’s lives easier, and I’m proud that this award recognizes that.”
Women are expected to inherit a large portion of the
Wealth Plan launched in December 2022 and continues to earn recognition for helping people make smarter money decisions. Since March, Wealth Plan was named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards, and Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech
“Wealth Plan has made planning for the future more accessible, whether someone works with an advisor or does it on their own,” said Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. “We’ve created a tool that helps people overcome behavioral roadblocks, gain a full understanding of their financial situation and take real steps towards their goals.”
J.P. Morgan Wealth Management also ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.
All Chase customers can access Wealth Plan for free by clicking on the ‘Plan & track’ tab in the Chase Mobile app or on Chase.com.
For more information about Wealth Plan visit www.jpmorgan.com/wealthplan
Real Simple’s fifth-annual Smart Money Awards reveal the best new apps, accounts, and services that help organize your financial home. See the full list of winners here: RealSimple.com/SmartMoneyAwards
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the
About the Real Simple 2023 Smart Money Awards
REAL SIMPLE's fifth-annual Smart Money Awards reveal the best new apps, accounts, and services that help organize your financial home. Selected by an independent panel of personal finance pros and REAL SIMPLE editors, the 38 winning products help build a nest egg, buy a home, or maximize your credit card points. From financial literacy and investments to real estate and retirement, the eight categories span all ages and stages of personal finance. The 2023 Smart Money Awards are featured in the September 2023 issue, on sale August 18 and the full list of winners is available at RealSimple.com/SmartMoneyAwards.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK. |
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INVESTMENT AND INSURANCE PRODUCTS ARE: |
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR |
OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES |
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED |
IMPORTANT: The projections or other information generated by Wealth Plan 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.
Real Simple’s Smart Money Awards winners (Published 14 August 2023) are selected by an independent panel of judges who evaluated the nominations based on innovation and relevance to Real Simple readers. Fee paid to publisher for licensing use of materials after awards announced. Study conducted between March 2023-June 2023. For more information, visit: https://www.realsimple.com/smart-money-awards-2023-7560855
Banking Tech
FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than
J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 U.S. Wealth Management Digital Experience StudySM, which measures satisfaction with wealth management websites and mobile apps (Published 22 November 2022). The independent study was conducted between June – August 2022 and is based on responses from 6,375 full-service and self-directed investors, and the evaluated firms do not pay to participate. The ranking shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. Each individual client’s experience may vary. License fee paid to publisher for use in promotional materials. Visit jdpower.com/awards for more details.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in
© 2023 JPMorgan Chase & Co.
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Media Contact
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Source: JPMorgan Chase & Co.