GPI Personal Wealth Portrait

Discover how we create a true picture of your current financial position, this enables you to answer the question “Is this where I want to be”.

Manage and track your entire financial world from the comfort of your PC, anywhere, anytime.

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

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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