Personal Finance Portal (PFP)
The Personal Finance Portal (PFP) is a revolutionary app that gives your clients access to view all their finances in one place 24/7 on any mobile or web device.
PFP enables your clients to view their fund information and financial portfolio at the click of a button. So whether they’re looking for an up-to-date valuation of their portfolio, want to assess how they’re progressing against their goals or simply wish to get in touch, PFP has it covered.
With email and post increasingly open to being intercepted, PFP treat the security of the data your clients share with the utmost importance. PFP provides your clients with a secure messaging service, so they can quickly get in touch with your Adviser and have the peace of mind of knowing that any information they share is encrypted and completely private.
A Secure Document Vault
PFP provides clients with a secure Document Vault, so they can store all their financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.
Access to PFP Premium
PFP Premium is an additional service that enables clients to collate information on their short-term finances like bank account(s), credit cards, loans and mortgages, together with their advised products, giving them powerful insight into their total net worth. Plus, they will also be able to receive alerts and insights into spending and saving habits so they can keep track on how they’re progressing against their goals.
To find out more about Continuum and how they can make a difference to you and your clients, please contact Darrell Stone.
Continuum is a trading name of Continuum (Financial Services) LLP is an Appointed Representative of CAERUS Financial Limited. CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited. Old Mutual Holdings owns 100% of the share capital of Intrinsic Financial Services Limited.
CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority. FCA number 497604.
CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office, Wiltshire Court, Farnsby Street, Swindon, SN1 5AH.