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Track savings and investments
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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.
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One of our consultants will be in touch with you shortly email@example.com
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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