Description
The Morton Brown Family Wealth app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics.
Morton Brown Family Wealth app Features for Clients:
• View Morton Brown Family Wealth newsfeed.
• Attend scheduled Zoom calls with your team.
• Communicate directly with your team via Direct Messenger.
• Gain insights into the market and various financial planning topics curated by Morton Brown Family Wealth.
• View Morton Brown Family Wealth resources with a single click.
• 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.