All your accounts in one secure location. Watch how they work together.
Collaborate easily with family and advisors. Simplify account control.
Complete transparency in every account and investment.
We have come a long way since 1995’s Internet, when commercial restrictions were lifted and companies started sharing information electronically. This was a blessing and, in some ways, a sort of curse. This anytime access is great, but every company’s website is built differently. Using them means a ton of accounts, usernames and constantly changing passwords.
We studied the new “aggregation” accounts to see how they could help our clients. These accounts combine all your investment account information on one website. Every account is automatically, constantly updated and then displayed in a uniform format, including performance. No waiting for office hours or monthly statements to see what’s happened – it’s always there in your website.
It’s powerful to not be bothered by sales pitches, so this program has a simplified display that does not include advertising to buy additional financial products. As a PFP subscribers your aggregation tool provided with your subscription is completely private and secure.
One of the best parts of using this aggregation tool is how it has the ability to integrate with the third PFP move – experiencing low cost or flat fee management. We has a special arrangement with a award winning management firm to provide you with the experience of using this type of program without charge for one month. If you like the automatic aspect of using a low-cost or flat fee management program, you can easily expand your use of the third PFP Move using this or other low cost services. With it you could stop worrying about making the trades at the right time in the right proportion for your chosen account.