Modearn
by Morton Wealth
About
This app provides personalized financial advice and wealth management services for Gen X and Millennials. It helps clients with career opportunities, executive compensation, tax strategies, investment management, and estate planning. Users can track investments and chat with their advisor.
What's New in Modearn
1.1.12
September 8, 2025
Minor bug fixes.
FAQ
Is Modearn available to everyone?
No, Modearn is exclusively available to Morton Wealth clients. You need to reach out to your advisor for access or visit mortonwealth.com for more information about becoming a client.
What kind of financial advice does Modearn offer?
Modearn offers comprehensive financial advice including career opportunities, executive compensation benefits, increasing business enterprise value, tax savings strategies, concentrated stock liquidations, investment management, insurance and estate strategies, education savings, and spending strategies.
How does Modearn help with investments?
Through the app, you can track how your investment accounts are performing. Modearn also provides guidance on managing your investments as part of their overall wealth management services.
Can I communicate with my advisor through Modearn?
Yes, you can direct message your Modearn advisor with questions and receive updates. This feature allows for timely communication before making any financial decisions.
What if my advisor doesn't have the answer?
If your advisor lacks in-house expertise on a topic, Modearn will leverage their database of preferred professionals to connect you with a trusted expert who can offer the necessary advice.
How often is Modearn updated?
The app was last updated on 2025-09-08 with version 1.1.12. This indicates a commitment to regular updates and maintenance for the application.
What devices support Modearn?
Modearn is available on iPhone, iPad, and iPod. It is designed to be accessible on Apple's mobile and tablet devices.
What is the age rating for Modearn?
Modearn has an age rating of 17+. This suggests the content and financial concepts discussed within the app are intended for mature audiences.
