Personal Finance Portal (PFP)
Independent Financial Advice for Everyone
The Personal Finance Portal (PFP) gives BMSG clients direct access to our back-office system and allows them to view their personal and financial information securely online.
The back-office system is linked to the client’s pension/investment provider and investment values are regularly and automatically updated allowing these to be viewed via the PFP.
The PFP offers the benefit of a secure messaging system, secure transfer of documents, access to Open Banking and an electronic signature facility to reduce the need to print and manually sign paperwork. These facilities are for the benefit of the client and, unless they choose to share it, much of this information is not accessible by BMSG, enabling clients to store all manner of financial documents in one place giving a single view of their complete financial position.
Via the PFP Dashboard, you can view your information at any time.
With all your relevant information accessible, it can be easily reviewed, updated and confirmed without the need for paper copies.