Welcome to MissionForward: App Overview
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Welcome to MissionForward: App Overview
Show Transcript
Welcome to Mission Forward. Our goal is to simplify financial planning and investments and making connecting with your adviser easier. Here’s a brief overview of how the app functions. At the bottom of your screen, you’ll see four main buttons: home, feed, portal, and message. You notice a few tiles when you click on your homepage. The first tile shows the assets that we have managed for you. So now you can view your accounts with just a single tap. Other tiles include scheduling meetings, uploading documents, accessing resources, and more. Also on the home screen, our action item list keeps you updated with any outstanding tasks. Once you’ve completed the task, simply click the action item. Your advisor will also be notified, ensuring you both stay on the same page.
Most people can find financial advice online, but let’s be honest, it’s usually bad advice or from an unreliable source. With the Mission Forward feed, we’ll provide sound financial guidance and update you on important industry news that helps you with your financial plan and investments. You can leave a comment and like post you see. We’ll always share the best of what we’ve got, and we know you’ll enjoy this as much as we enjoy building it for you. You deserve a way to access your advisor with ease and confidence. So, we’ve included the ability to direct message your advisor using the message button. And finally, you can use the portal to conveniently access any relevant documents you need to review or any documents you should upload to us. We are so excited to have you involved in our new Mission Forward experience.
Thank you for trusting us and please reach out with any questions. Welcome to Mission Forward. Welcome to Mission Forward. Welcome to Mission Forward. [Music]
Say hello to MissionForward, the app designed to streamline your financial life. Whether checking your investment performance, scheduling a meeting with your Wealth Advisor, or updating your financial plan, MissionForward puts everything you need at your fingertips.
Join the next generation of financial planning—download MissionForward now!
https://missionwealth.com/missionforward/
WHAT IS MISSIONFORWARD?
MissionForward is Mission Wealth’s mobile app designed for savvy, tech-forward investors. Seamlessly connect with your dedicated Wealth Advisor, view your investment performance, update your financial plan, upload documents, and schedule meetings – all in one place. Stay informed with the latest economic updates and discover innovative ways to improve your financial well-being!
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has provided comprehensive wealth management services to high-net-worth families across the United States. We specialize in helping people navigate major life events, and our visionary, service-oriented culture is dedicated to empowering our clients to lead more fulfilling lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth
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Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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