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.