
Real time reporting

Secure client portal with remote access

Live interactive platform

Automated presentations

All net assets in a single picture

MULTI-LANGUAGE &
DIVERSE CURRENCIES
applicable to everyone

FOCUSED
PERFORMANCE
where do you want to be

INTERACTIVE
PLATFORM
benchmarking, charts & analysis

REAL TIME
REPORTING
updated daily all over the globe

CYBER
SECURITY
guaranties privacy & confidentiality

INFORMATION
AVAILABLE –
24/7 – 365
Your Personal Wealth Portrait
Why you will 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 list of holdings, volatility and performance charts for each portfolio of assets
- The GPI PWP puts you in control by physically seeing your true picture
Your Personal Wealth Portrait
Why you will 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 list of holdings, volatility and performance charts for each portfolio of assets
- The GPI PWP puts you in control by physically seeing your true picture
Do you want to know more about Personal Wealth Portrait?
Talk to your advisor today to help you complete your own PWP
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