My Family Briefcase

The My Family Briefcase (MFB) app is guaranteed to make organizing valuable personal, financial, medical, and emergency information for you and your family members easy and readily available at the touch of a button or the swipe of a finger (depending on your phone). The app will prompt you to enter and then logically organize and store information such as:
• Personal Information on you, your partner and child(ren)/ dependents
• Important documents, education
• Financial information: income, assets/ investments, liabilities, banking, estate documents
• Medical information: doctors, pharmacies, medications, conditions, family history, special instructions
• Passwords, rewards program numbers, website logins

It is time we were able to carry around our personal filing cabinet on our phones. And, now you can. My Family Briefcase connects your office, your home office and all your advisors together in one place- that’s technology working for you to help run your life.
Carry everything you need for your family day to day living- from insurance information to wills and trusts, My Family Briefcase stores it all for you in one convenient location. Forget calling your spouse when you need information to complete paperwork at the doctor’s office, everything is in your briefcase. Need your old address or employment information? What about the kid’s social security? Find it all in your briefcase.

You
Your Partner

Your Children

Your Business

Your Life

ORGANIZED