Portfolio

Simplified Wealth Management for Physicians and Their Families

MD Financial Management
Mobile App My MD — Simplified Financial Management for Physicians

OVERVIEW

My MD Mobile App

MD Financial Management, a leading provider of financial services for physicians in Canada, partnered with our team to develop the My MD mobile app. Designed for both iOS and Android, this app enables physicians and their families to manage their finances simply and efficiently, offering comprehensive investment tracking, financial planning features, and secure communication tools with advisors.

MD Financial Management

Founded by the Canadian Medical Association (CMA) in 1969, MD Financial Management (MD) was created to meet the unique financial needs of Canadian physicians and their families. With over 50 years of experience, MD remains the only national financial services firm in Canada dedicated exclusively to this clientele. MD was acquired by Scotiabank in 2018 and operates as a distinct brand within Scotia Wealth Management.

Technologies

Mobile
.NET7, UNO Platform
Analytics
Firebase, GA4, Third party dashboard application
Cybersecurity
Code auditing and application scanning tools

Services

  • Mobile Development
  • Strategy
  • UX
  • UI
  • Maintenance
  • Analytics
Patient in Consultation with Physician

The Solution Developed

The My MD project was designed to provide users with a seamless and comprehensive financial management experience, built on a secure, modern architecture. Key features include account viewing, goal tracking, appointment scheduling, secure messaging with advisors, and advanced financial calculators for retirement and mortgage planning. 

 

The app was developed using .NET7 and UNO Platform, enabling a high-performance cross-platform solution for iOS and Android. Firebase and Google Analytics 4 (GA4) are integrated for analytics tracking. Security is reinforced through a custom suite of controls developed by nventive, supported by third party tools to audit the codebase and scan application builds. 

An Ongoing Collaboration

An upcoming update will introduce a Transactions section, allowing users to buy, sell, and transfer Mutual Funds, further enhancing the personalized, end-to-end financial solution that My MD offers to physicians and their families. Our team handled the entire project, from strategy and UX/UI design to maintenance and security monitoring, ensuring a robust and secure application. 

Featured Case Studies