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Track savings and investments
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Legacy planning & wealth preservation
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’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.
Thanks for your approach!
Mithril’s monthly investment bulletin is waiting for you at firstname.lastname@example.org
Would you like to know more about Personal Wealth Portrait?
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 will you really 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 of assets
- The GPI PWP puts you in control by physically seeing your true financial picture
Thanks for your enrollment!
Our monthly investment review is waiting for you at email@example.com
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