Welcome to the Personal Finance Portal (PFP) – the 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.
Ratings and Reviews
Much improved !
Earlier versions promised lots but fell short. This is now a really easy way (fingerprint login on iPhone) to keep track of investments and communicate securely via message and document store.
A great app which allows you to review all of your investments in one place, submit documents and send secure messages to your adviser. Would recommend giving it a look
Fabulous app. Always up to date info on portfolio. Great to upload my own bank accounts to and track all my investments in one place.
Up to six family members will be able to use this app with Family Sharing enabled.