Personal Finance Portal
The upgraded client portal
A glance at what you can expect from the Personal Finance Portal (PFP)
Made for modern two-way communication
We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels; face to face, on the telephone and online. That’s why we’ve introduced our new client portal that enables you to see your complete financial picture in seconds —
at a time and place to suit you.
Peace of mind with bank-level security
What’s more, everything is completely encrypted. You can communicate with us in whichever method you prefer, using the inbuilt messaging service safely and securely.
View your finances at the click of a button
Accessible online 24/7 across devices, the client portal gives you access to your long-term savings and investment information in an easy to use format. With the addition of other benefits, you can combine this (via the Linked Accounts feature) with your short-term finances, such as bank accounts, savings and credit cards, to see your financial standing.
Accessible document storage that’s second to none
Your portal allows you to house all your documents, both financial and personal, in a document vault that’s completely secure and backed up. The portal also allows you to digitally sign and return documents which can save you time, postage, and printing costs.
Always up-to-date
and easy to use
As your Personal Finance Portal is cloud-based, getting up-to-date valuations and account and transaction history becomes a breeze. Therefore, you can always see how your investments are performing - providing an integration exists.
Additional
benefits
You’re also able to pre-set savings goals and set alerts to let you know whether you’re on track or need to address a shortfall.
Your existing information
You’ll need to register for your account on the PFP and details for this follow below.
As an existing client, you will recall that you provided personal information when you joined us and we’ve separated this information into 2 categories when it comes to our moving data from the existing Client Portal to the PFP:
Transferred to your new PFP account
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Information unlikely to have changed since first provided: name, address, bank account(s), date of birth, etc.
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Your Client Agreement and Data Privacy Notice.
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Any reports generated for you.
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Illustrations and supporting documents.
To be completed by you
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Details that may need to be updated or improved upon so that your account reflects your current financial position.
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Assets, liabilities, income, and expenditure.
To help you with registering and using the PFP thereafter, we’ve created a PFP User Guide in both written and video format (see below). Please make sure that you’ve taken a good look at this before registering, so that you know what to expect.
New feature: Linked Accounts
Just before you head to the guide and registration, a new feature that is really useful and time-saving: Open Banking, also known as Linked Accounts.
Linked Accounts (Open Banking)
Linking your bank accounts within your PFP will help you to complete the Income and Expenditure section under Finances. It does this by categorising items and pre-populating your profile. As you proceed through the Your Profile questions, you will be asked to register for this service and we strongly recommend that you do.
The underlying data that is imported remains confidential to you and we have no access to it. All we see are the totals in the various categories, helping us to understand your finances better. By linking your external accounts, no one has any functionality to transact on those accounts, not even you. It is completely safe and secured by bank-level encryption.
For more information, please refer to Linked Accounts - Income and Expenditure in the PFP User Guide below.
PFP User Guide
A full walkthrough of the PFP is available in both written and video format below.
Note: After you’ve registered and want to login at a later stage, you can find the PFP login button on the home page the ABPW website under Client Area.