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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