The Medical Family Finance client portal app makes it easier to access your financial data securely.
Powered by Moneyinfo, the app enables you to view all of your financial information in one place. Convenient and simple, it makes understanding and keeping track of your money safe and straightforward.
The Medical Family Finance client portal features a secure messaging facility as well as documents downloading capabilities, providing you with the benefits of having an encrypted environment to communicate with your adviser and read or download confidential documentation.
You can also store and organise important documents in a protected cloud location so that they can be accessed immediately should the need arise.
With push notifications you will never miss an important message, enabling you to carry on communicating with your adviser wherever you are.
To receive your client login details, please contact the Client Services team at Medical Family Finance on 020 7252 5765.
In this release we’ve updated our mobile views to improve your app experience. Taking a best practice approach to modern mobile design, the re-working of the mobile views carries a clean contemporary look-and-feel.
Up to six family members will be able to use this app with Family Sharing enabled.