Personal Financial Portal (PFP)
The Personal Financial Portal (PFP) enables you to view your portfolio, including your up-to-date portfolio valuations, in one place 24/7 - anywhere, on any mobile or web device.
In addition, Granite Financial Management can send important documents to you in your secure client portal - you will receive email correspondence from us to notify you that you have documents to view. This will be the primary method of sharing personal or sensitive information with you, rather than by email.
Manage your investments on the Personal Financial Portal (PFP)
Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.
Wraps allow clients to aggregate their investments in one central location to hold, manage and view their entire portfolio quickly and efficiently.
Manage your investments on the Nucleus Platform.
Manage your investments on the Transact Platform.