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Your Personal Wealth Portrait
Welcome to Personal Wealth Portrait (PWP) — a platform that gives you access to view all your finances in one place 24/7 on any web device. PWP enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, view your fund information and investment portfolio at the click of a button. So whether you are looking for an up-to-date valuation of your investments, want to assess how you’re progressing against your goals or simply wish to get in touch, PWP has it covered. Expand your horizons with PWP.
Thanks for your approach!
One of our consultants will be in touch with you shortly firstname.lastname@example.org
Wish to know more about PWP?
Talk to your advisor today to help you complete your own PWP.
secure client portal with remote access
all net assets in a single picture
online data delivering
Real time reporting
updated daily all over the globe
where do you want to be
benchmarking, charts & analysis
privacy & confidentiality
Multi-language & diverse currencies
applicable to everyone
Why would you appreciate your Personal Wealth Portrait
- Store and access all of your financial information in one, convenient, online location
- Utilise a broad range of real-time data feeds, including property, all your investments, insurance policies, cars and bank accounts – anywhere, anytime
- All of your assets and liabilities are conveniently together, so you can see everything you need at once
- Consolidated reporting shows you the big picture, including a list of holdings, volatility and performance charts for each portfolio assets
- The GPI PWP puts you in control by physically seeing your true financial picture
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