Advisory Certificates vs mpower.finance

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mpower brings portfolio analysis and client tools to your phone. FOR ADVISORS • Playground: build portfolios, set scenarios, and explore simulations, returns and risk. • Screener: search funds and securities by name, ISIN or ticker, then review details, charts and documents. • Portfolios and Monitor: review holdings, transactions and investment performance. • Clients: access client records, linked portfolios and the QR code for the client app. • mpower AI: ask questions in the context of the current screen using text, attachments and voice. The avatar remains available as you navigate. • Assisted imports and Magic Report: capture portfolio documents and prepare PDF reports to view and share. FOR CLIENTS Scan the QR code provided by your advisor to access shared portfolios. Available information depends on the permissions set by your advisor. ACCESS Advisors sign in with an existing mpower account. Clients use an advisor’s QR code. Features depend on the account’s profile and available services. PRIVACY AND AI Camera and microphone access is requested when you use the relevant features. AI features require your permission to share the data described in the privacy policy. You can withdraw permission from Account and report an AI response inside the app. Analysis and AI content are for information only. Simulations and past performance do not guarantee future results. The app does not place orders to buy or sell financial instruments.