Personal Financial Portal

Giving you secure access to your finances 24/7

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Estate Capital Personal Financial Portal

Welcome to your new Estate Capital Personal Finance Portal (PFP) - the revolutionary app that gives you secure access to view all your finances in one place 24/7 on any mobile or web device.

PFP enables you to view your fund information and financial portfolio at your leisure. So whether you're looking for an up-to-date valuation of your portfolio or want to access how you're progressing against your goals, your new PFP has it covered.

A convenient way to view your finances

Always up-to-date and easy to use

Peace of mind that it's completely secure

Accessible document storage wherever and whenever you need to access it

Gives you the option to see all your advised and non-advised finances in one place

Register with this link and get started with your Personal Finance Portal today!

As your adviser will be constantly up-to-date with your financial situation, the new Estate Capital Personal Finance Portal will help save you time during your annual review, meaning you'll be able to spend more time discussing things that really matter.

Download our free guide to Personal Financial Portal

A Guide to Personal Financial Portal

Your Personal Finance Portal provides you with a clear overview of your finances and the ability to manage and track them in one place.

A Guide to Personal Financial Portal

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Financial Portal

Secure access to view all your finances in one place 24/7

Personal Financial Portal

Login

Login and access all your finances in one place 24/7

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Register

Register and get started with your Personal Finance Portal today!

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Need Help?

Check out the Personal Finance Portal user guide for help

User Guide