MissionForward vs Auric Capital

The MissionForward app offers a user-friendly platform that allows clients to access their wealth management tools and stay informed with timely content on market trends and financial planning topics. Learn more and sign up at https://missionwealth.com/missionforward/ MissionForward Features for Clients: - View your curated newsfeed, blog posts, newsletters, and podcasts with a single click - Attend scheduled Zoom calls with your team and financial advisor - Access your Wealth Management team and resources - View snapshots of your performance and goals - Communicate directly with your team via Direct Messenger - Gain insights into the market and various financial planning topics - Receive alerts for upcoming review meetings, outstanding tasks, and other scheduled events with your team - Invite your family and friends to gain knowledge from professionals you trust. Disclaimer: MissionForward is a service provided by Mission Wealth Management, LP (“Mission Wealth”), a registered investment advisor. Advisory services are offered through Mission Wealth. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

What is Auric Capital Partners: Auric Capital Partners is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Auric Capital Partners enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone. Who is Auric Capital Partners for: Clients of our Advisors may use this app. Clients must also have an online account to use Auric Capital Partners. Auric Capital Partners Features for Clients: - View your Firm's newsfeed - Attend scheduled Zoom calls with your Financial Advisor - Communicate privately with your Financial Advisor via DMs - Invite your kids and grandkids to learn from professionals that you trust Please Note: Auric Capital Partners is a companion app for Registered Investment Advisor professionals, that use the Auric Capital Partners web platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.