![]() If viewing on a desktop or laptop, you can drag and drop the widgets into the order that best suits your needs. The different widgets give you an overview of your finances and communication with your adviser. If you haven't uploaded your picture yet you can do this from inside the 'Profile' section. You can also log out or bring up the menu at any time using the buttons beside your own picture. You can tap their number to call them from a phone device, or contact them via secure messaging by tapping 'Contact'. Your adviser details are always at the top of the screen. Your PFP Dashboard puts you in control the moment you log in. At the moment, these categories are fixed and cannot be altered.įor more information about your portfolio, navigate to the relevant section from the menu on the left-hand side of this guide. Your portfolio is split into Assets (5 account categories) and Liabilities (3 account categories). ![]() ![]() The term "Account" is used throughout the site and encompasses all financial items, with the exception of "Policies" - reserved for Protection - and "Property" which is an umbrella term used to describe the tangible, physical property. What you see in PFP is a representation of data that your adviser has captured in their internal system, so any information you update in PFP will feed back to your adviser in real-time! Personal Finance Portal or PFP is an online portal where you can view your portfolio, send and receive secure messages between your adviser and upload & store documents in a secure document vault among other features.
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