Personal Finance Portal
The Personal Finance Portal (PFP) is a revolutionary app that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button. So, whether you're looking for an up-to-date valuation of your portfolio, want to assess how you're progressing against your goals or simply wish to get in touch, PFP has it covered.
Secure Messaging
With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.
Realtime Data
What you see in your PFP is a representation of the data your consultant has captured so any information you update in the PFP will feed back to your consultant in real-time. This allows your data to be as up to date as possible so that you and your consultant can work simultaneously on tasks such as updating information for review meetings.
A Secure Document Vault
PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet.
Access to Open Banking
An additional service that enables you to collate information from bank accounts and credit cards, giving you powerful insights. You will also receive alerts into spending / saving habits and keep track on how you are progressing against goals you have set.
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Click the "Start Registration" button and we will send an activation link to your email address
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Click the link in the email and follow the on screen instructions
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Congratulations! You are now ready to log in to your Personal Finance Portal.