M Financial: M Portal

M Financial: M Portal

by Simpplr Inc.

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Released
January 22, 2023
Updated
October 12, 2026
M Financial: M Portal screenshot #1 for iPhone
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About

Built specifically for Member Firms, this app helps support your client relationships. Easily access M Financial and Carrier information at any time, including: • All M platforms • The Key Product Comparison tool • Product and M Carrier documents • Underwriting guidelines • Compliance information • Upcoming events and webinars • Marketing materials • Commissions on Demand • Industry news You’ll also get notifications and alerts to keep you in the loop. Simplify your work and business. Get the app today.
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What's New in M Financial

7.4.0

October 12, 2026

This release includes bug fixes, along with: • Content: Browse pages using subcategories for easier content discovery through a more organized content hierarchy. • Recognition: Use the new Programs & Budgets experience, with organization-configured programs, awards, and spending limits reflected in the mobile recognition flow. • Messaging: Add, update, or remove custom group icons to make conversations easier to recognize, with changes reflected across the mobile Messaging experience.

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