The Cavendish 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 Cavendish 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 Cavendish Medical on 020 7636 7006.