Fynancial, a digital client experience platform, has partnered with Mission Wealth Management, LP to launch Mission Forward, a new mobile application for investors.
Through the Mission Forward app, investors gain access to investment accounts, budgets, and a comprehensive view of their financial goals, while maintaining direct communication with a dedicated Certified Financial Planner. This collaboration aims to equip Mission Wealth’s advisors with a modern, personalized client communication tool that integrates with the firm’s existing technology infrastructure, aligning with the expectations of future investors and facilitating engagement with tech-savvy professionals seeking efficient, high-touch financial advice.
Tom Fields, CEO of Fynancial, stated, “Mission Wealth has dedicated the time, resources, and focus to building a platform designed with the next generation in mind. The firm isn’t just thinking about a younger client base but investing in tools that give advisors a tangible edge in an increasingly competitive field.”
The integrated platform enables Mission Wealth’s advisory team to serve diverse client needs, including families focused on short-term goals, younger professionals in the early stages of wealth building, and entrepreneurs requiring adaptable financial guidance. Matthew Adams, Mission Wealth CEO and Managing Partner, commented, “The next generation of investors grew up in the middle of a major technology boom, and they expect mobile-first service solutions. Fynancial’s highly personalized communication solution enables us to connect with them like never before. Delivering real advice from real advisors with the authentic, timely, human-centered guidance they value.”
Sara Clark, Partner and Chief Client Officer at Mission Wealth, added, “This platform makes effective communication with clients effortless, especially younger clients who want quick, meaningful interactions. Our approach is intuitive, personal, and puts real advice just a tap away.”
Fynancial’s platform is designed to streamline advisors’ daily tasks and enhance the client experience. It integrates with a firm’s entire tech stack, offering an alternative to traditional email communication and client portals. The platform allows advisors to communicate suggested portfolio changes and send regular check-in notes. Customized, interactive platforms built by Fynancial reportedly achieve an open rate exceeding 60%, with features including personalized, AI-enabled service and branded push notifications.
