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.