The latest technology news in the wealth management sector in North America.

 Fynancial, a US digital client experience platform, has partnered with Mission Wealth Management to help launch the firm’s new mobile app, MissionForward. 

Investors will have access to investment accounts, budgets, and a full picture of their goals while working directly with a dedicated certified financial planner at any time.

Mission Wealth will equip its advisors with a personalized client communication tool that  integrates with the firm’s technology. 

“The next generation of investors grew up in the middle of a major technology boom, and they expect mobile-first service solutions,” Matthew Adams, Mission Wealth CEO and managing partner, said.