JM Finn Client Portal

Watch our video to see how our online portfolio valuation tool can meet the requirements of today's investor.

Having been one of the pioneers in developing a proprietary online tool for our clients, we have continued to invest in and evolve the online services we offer our clients, with ease and use and security of data top of the agenda.

To use the portal simply register below to login online

Register now

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Try the App

You can also view the portal on our app for mobile devices

Once registered, access our online valuation tool today to benefit from the following features:

Available on your desktop computer, laptop or download our app from Google Play or the App Store

View the current value of your portfolio

Email notifications when new documents are posted to your document library

Secure log-in from your smart phone or tablet (if available) via biometric identity check

Access the transaction history and cash statement

Send and receive secure messages to your investment management team

Global Investment Report

Click to download the Global Investment Report