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’re 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.

• 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 of assets
• The GPI PWP puts you in control by physically seeing your true financial picture