Wise Wealth vs Made Card

Wise Wealth mobile app provides greater visibility into both clients' overall financial picture and Wise Wealth's wealth advisory services. For our clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for Wise Wealth and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist. This application is free to download.

Made is the credit card and app designed to help homeowners save time, money and stress. The Made Essential Visa Signature Preferred Card combines powerful rewards with smart tools to help you manage your mortgage, track your home’s value, and stay on top of your home life. EARN REWARDS ON YOUR HOME Turn everyday homeownership expenses into points. With Made, you’ll earn points where you actually spend - your mortgage payments, home improvement, home maintenance, furniture, gas, groceries and utilities. REDEEM YOUR POINTS Your rewards are designed to work for you and your home. Redeem points for: Cashback directly to your account Gift cards from leading retailers and brands Exclusive APR buydown: use points to reduce your card’s interest rate ACCESS EXCLUSIVE BENEFITS Unlock offers on home services, furniture, and contractors with verified spend tracking. Every purchase works harder toward your home while you enjoy seamless rewards and savings. MADE FOR HOMEOWNERS Unlike generic rewards cards, Made is purpose-built for the financial journey of homeownership. From paying your mortgage to covering everyday essentials, Made helps you stay organized, reduce stress, and put your home at the center of your financial life.