Prudential Advisors Connect mobile app launches, bringing advisor productivity tools to iOS devices, further enhancing the advisor experience
Rhea-AI Summary
Prudential Advisors (NYSE: PRU) launched the Prudential Advisors Connect mobile app for iOS on Dec 3, 2025, extending its award‑nominated, AI‑enhanced desktop platform to mobile devices.
Key mobile features include client search with portfolio summaries, a leads dashboard with calling/email integration, and a Microsoft Outlook agenda view; Android support is stated as coming soon. The underlying cloud platform, launched in 2024, reports +10% lead conversion, +24% Ease of Doing Business, and a 5% productivity gain.
Positive
- Lead conversion +10% reported since platform launch
- Ease of Doing Business +24% reported since platform launch
- Mobile iOS launch Dec 3, 2025 expands on‑the‑go advisor access
Negative
- None.
Insights
Prudential Advisors launched an iOS mobile app for its AI-enhanced advisor platform, extending key desktop tools to mobile.
The mobile app delivers on-the-go access to client search, portfolio summaries, a leads dashboard with call/email integration, and an Outlook agenda view, folding core desktop workflows into iOS devices and preserving the desktop for deeper work. This directly connects frontline advisors to the platform's CRM and lead-management functions, which supports day-to-day productivity and client engagement.
Outcomes depend on adoption, data quality, and integration stability; the disclosed metrics (a
New app, with AI integration, marks the next phase of Prudential Advisors Connect, the award-nominated platform
The latest development is part of Prudential Advisors' ongoing innovation strategy that continues to incorporate artificial intelligence (AI) into advisor productivity tools. The launch is a milestone and 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.
New mobile capabilities
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."
Designed to complement but not replace the desktop experience, the Prudential Advisors Connect mobile app is currently supported on iOS 18 and above, with Android coming soon.
Prudential Advisors Connect: a unified, cloud-based platform
Prudential Advisors Connect is Prudential Advisors' proprietary AI-enhanced productivity platform launched in 2024 after a rigorous nine-month research and development cycle. It integrates financial planning, CRM, investments, annuities and lead management. Collaboration with Prudential's advisors was key to development, and
Platform results demonstrate steady gains that include a
Hynes concluded, "The latest advancements at Prudential Advisors underscore our technology with a human touch philosophy. 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."
ABOUT PRUDENTIAL ADVISORS
Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. The business enables financial advisors to help their clients build wealth and meet financial goals through personalized advice and comprehensive solutions. For more information, please visit advisors.prudential.com.
ABOUT PRUDENTIAL
Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately
MEDIA CONTACT
Mike Klein
732-742-4032
michael.klein@prudential.com
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SOURCE Prudential Advisors