My PFM

Features My PFM

The My PFM app is a service provided by PFM Associates, and powered by moneyinfo, which allows you to start building a picture of your financial life.Think of it as your digital financial filing cabinet where plans, policies and mortgages can be tracked together, along with all associated paperwork.Here’s a couple of the things My PFM can help you with:• From a single investment to an extensive investment portfolio; My PFM makes it simple to understand how your investments are performing with daily valuations.• Create a single view of all of your financial arrangements, including your savings, investments, mortgages, property and insurances.• Ensure your important financial documents are safe, secure and accessible and giving you and your financial planner the ability to share documents and messages in a safe and secure manner.
My PFM makes understanding and keeping track of your money both easy and safe.My PFM is available to clients of PFM Associates.
Please contact [email protected] to arrange an app login if you don’t have one already.