MoLei Financial app for iPhone and iPad

MoLei Financial is a boutique fee-only financial planning and investment management firm that specialized in working with individuals and businesses looking for a custom and personalized approach to advice.

This mobile app gives clients of MoLei Financial the ability to access their client portal on their mobile device. Clients can view household and account information, view individual and total family balances, see performance of investment accounts, view the probability of success of their financial plan, view their full balance sheet and net worth statement, check their budget, spending, and expenses, and even easily contact their lead, financial planner.

Access to the mobile app requires users to be a client of MoLei Financial and to be set up previously with MoLei Financial Client Portal access.

For more information about MoLei Financial or to inquire about becoming a client of MoLei Financials planning services, please contact us at [email protected]