Personal Finance Portal
"Having used the portal for a number of months I am delighted with its functionality and ease of use. As a secure means of communication and storage it is practical; to have ready access to all the documentation concerning our investments in one place is very convenient. The portal is also a useful analytical tool which allows us to track our income and to chart the value of our assets!" - Mr & Mrs Godfrey
If you would like more information on the portal and how to get the best from it, we are delighted to now be offering a one-to-one Zoom or Microsoft Teams call with one of the PIP team!
Please email email@example.com if you are interested and we would love to get this organised for you.
As a company, we are passionate about always providing a great service to our clients. Therefore, we are delighted to introduce our new secure Personal Finance Portal!
As client of ours - this is for you! In the Portfolio section, you will find information on your investment(s) together in one place, including interest valuations across all Secured Lending plans updated at the end of each month - perfect to keep track with how your investment(s) is performing!
The portal will also allow us to communicate securely and effectively with you during the term of your investment and ensure that all of your relevant documentation is held in a secure place.
Please find below further information about the key features of the portal and what you can expect from it.
All of your investments can be found in the portfolio section of your portal, meaning your overall investment portfolio can be viewed in one place! As of the end of January 2021, all interest valuations will be included and updated at the end of every month!
Your online portal is where we will be sharing all relevant documentation with you for your investment(s). Here you are also able to upload your own financial documents, where they are secure and fully backed up - much safer and more convenient than the bottom of the filing cabinet!
The Profile section is where you can let us know the information we need to help you make the most out of your investments. If and when your personal details change, updating these on your portal will automatically update our system meaning our records are always up to date.
With email and post increasingly vulnerable to interception, your client portal provides you with a secure messaging service, so you can quickly get in touch with us and have the peace of mind of knowing that any information you share is fully encrypted and private.
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