Would you like to keep track of your portfolio anytime, anywhere and on any device? Well now you can with Charters Private Wealth Personal Finance Portal!
Here at Charters PW, we are committed to employing the most innovative and up-to-date technology available, so we can spend more time working with you to create your bespoke financial route map.
Personal Finance Portal (PFP) is our revolutionary app that gives you access to view all your finances in one place 24/7—anywhere, 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.
PFP also automatically pulls all financial data from your bank accounts, credit cards, mortgage providers and other ‘non-advised’ plans into one place, to view alongside your advised portfolio. All of this information links together to provide a single, centralised hub of secure data, giving you powerful insight into your total net worth.
Watch our video to learn more:
If you have any questions, please feel free to get in touch with us directly on 01789 263888 or email firstname.lastname@example.org.