📄️ iOS App Getting Started
Use the Bera Vision iOS app to complete values assessments, manage goals, and review vision statements. The app adapts to your role, so advisors and clients see different tabs and tools.
📄️ Values Assessments (iOS)
Clients: Complete a Values Assessment
📄️ Goals and Vision (iOS)
Goals
📄️ Vision Chat (iOS)
The Vision Chat is an advisor-only tool that helps turn a client’s values and goals into a concise vision statement. You can access it from a client’s assessment details.
📄️ Advisor Clients and Teams (iOS)
Clients
📄️ Settings (iOS)
The Settings tab contains profile details, preferences, and support.