The Broadstreet Wealth Management Personal Finance Portal (PFP) gives you access to view all of your finances in one place. 24/7 secure encrypted access from any mobile or web device.
PFP allows you to view your total portfolio for up to date valuations and to check your progress. You can set your own goals to track, link external bank accounts and other assets and communicate securely with your adviser through the encrypted messaging facility.
Your full financial profile in one place on PFP.
Get the App
To install, tap
and choose
add_box Add to Home Screen
add_box Add to Home Screen
If you do not see a prompt, to install, tap more_vert
located in the top right corner and choose
'Add to Home Screen'
located in the top right corner and choose
'Add to Home Screen'
This function is only available in Safari. Visit this page in Safari and follow the instructions.
To install, tap
located in the top right corner and choose
' + Add to Home Screen'
located in the top right corner and choose
' + Add to Home Screen'
To install, tap the icon which looks like this
located in the top right corner and choose
'Add Automatically'
located in the top right corner and choose
'Add Automatically'
Browsers
check_circle_outline
App Installed!
You can find PFP amongst your device's Apps.