News

Posted on 16th December by Prismatic Wealth

Personal Finance Portal - Introduction Video

The revolutionary platform that gives you access to view all your finances in one place 24/7 on any mobile or web device. PFP enables you to view your fund information and financial portfolio at the click of a button.

Secure Messaging

With email and post increasingly open to being intercepted, we treat the security of the data you share with us with the utmost importance. PFP provides you with a secure messaging service, so you can quickly get in touch with your Adviser and have the peace of mind of knowing that any information you share is encrypted and completely private.

A Secure Document Vault

PFP provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet

Goals

The Goals page allows a user to set up savings and investments goals and track how they are progressing.

In order to register for the Personal Finance Portal please use the registration button below. 

Please note that you can only register using an email address that you have previously provided Prismatic Wealth.