EWM Client View vs MissionAccess

This app is specifically designed for clients of Elmwood Wealth Management to easily monitor their investment portfolio on a day to day basis. There are numerous default reports, plus many others you can utilize through the Reports tab. - Comprehensive investment dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs. Why Choose the Elmwood Wealth app? - User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds. - Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data. - 24/7 access: Manage your finances on your terms, anytime, anywhere. - Please connect with an Elmwood team member for further assistance and login credentials

MissionAccess is the new Mission Wealth client portal app! See your complete financial picture and interact with your financial advisor, now with a brand new look and feel. The MissionAccess app offers intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools, and more—all in a user-friendly, secure mobile app. TOP FEATURES Interactive dashboard showing your complete financial picture, with customizable options. Dynamic reports with up-to-date investment information. Document vault for securely sending and receiving files with your financial advisor. Brand-new look and feel for a modern and more engaging experience.