Concord Mobile vs myAdvantage Auto

Concord Wealth’s mission is to become our clients’ most valuable resource. We believe values matter and we live by ours every day. Our Mobile App allows clients to access their financial data when it is most convenient. Information provided in the app include the Overview Tab, Accounts Tab, News Tab, Notifications Tab, and the Menu Tab. Overview Tab: This is the landing page for Concord Mobile and shows an interactive graph of the clients Portfolio Value versus Net Amount Invested. The time interval for the graph can be updated directly below its timeframe buttons such as YTD, QTD, 2019, etc. The Accounts section below the graph displays the total value of each category that is a part of the client's portfolio including Cash, Investments, Credit, and Net Worth. Account Tab: This provides a breakdown of each account that is linked to the Orion Client Portal and clicking on an account will show the user the Portfolio Summary, Asset Allocation, Portfolio Return, and Transaction Summary for that account. Clicking on any of these items will also lead to more specific information. News Tab: Your firm's three most recent News Feed posts display on the Overview tab, but all your News Feed and RSS Feed posts will display on the News tab. Notifications Tab: Every time a News Feed or RSS Feed post is created, a push notification will be sent to your client. All notifications will appear within this tab and clicking on a notification allows the user to Mark as read, dismiss this notification, of Turn off notifications pertaining to a certain area. The user can update more settings relating to notifications by navigating to the Settings within the Menu tab. Menu Tab: The Menu tab is where clients can schedule an appointment with their Advisor and update the settings for the mobile app that relate to security and notifications. Your firm's Disclosure, Terms of Service, and Privacy Policy will also be stored within the settings here.

Take control of your auto insurance—right from your phone. With the myAdvantage Auto mobile app, you can quickly register and sign in to securely access your policy information, insurance documents, and billing details anytime. Whether you need an ID card on the spot, want to make a payment, or check the status of a claim, the app is designed to help you get things done fast and confidently. Key features: * Register and manage your account with secure sign-in and password recovery * View policy details including coverages and insured vehicles * Access policy documents when you need them most * View and share ID cards (perfect for roadside stops or proof of coverage) * Make payments using credit card or EFT and review billing details * Track claims with status updates and key information * Submit a new claim with a guided experience from your phone * Get notifications for billing, policy, and claim updates so you don’t miss important changes Built for convenience and peace of mind—at home, on the road, or at the scene of an accident.