As an existing client you can login to the IMS Personal Finance Portal
You can access your Portal on mobile devices by following the IMS PFP App guide.
Personal Finance Portal or PFP is our online portal where you can view your portfolio, upload & store documents in a secure document vault, whilst being able to send and receive secure messages, other great features are listed below.
What you see in PFP is a representation of data that we have captured in our internal system, so any information you update in PFP will feed back to us in real-time!
Your PFP Dashboard puts you in control the moment you log in.
Our details are always at the top of the screen. You can tap our number to call us from a phone device, or contact us via secure messaging by tapping ‘Contact’. You can also log out or bring up the menu at any time using the buttons beside your own picture. If you haven’t uploaded your picture yet you can do this from inside the ‘Profile’ section.
The different widgets give you an overview of your finances and communication with us as your adviser. If viewing on a desktop or laptop, you can drag and drop the widgets into the order that best suits your needs.
The dashboard widgets give you summaries on the following areas of PFP:
Messages
You can see your new secure messages and your most recent read messages, and open them straight from the dashboard. You can also tap to compose a new message to your adviser or to view the secure message page.
Documents
You can see and open any new documents that we have shared with you, along with your other most recent documents. Documents which require your signature will have an appropriate label ‘Requires Signature’ next to them. You can also tap ‘Go to documents’ to view the full Documents page.
Profile
This widget shows you how much of your profile information has been completed and how up-to-date the information is. You can tap to review and update the information. Your profile is also highlighted using traffic light colours – if it’s green then that means you have reviewed your data recently; if it’s amber then you should think about reviewing your data; if it’s red then you should review your data now. It’s very important that your personal data is current and correct.
Portfolio
You can see an overview of your net worth which illustrates the size of your assets and liabilities. You can tap to view a full breakdown by category.
Goals
This widget shows your progress towards your savings goals. You can tap to view the full Goals page.
Insights
You can see the latest Insights relating to your finances. You can tap to view your Insights in full or to amend your Insights settings.
Tasks
This widget shows an overview of the tasks relating to your account. Tasks are highlighted in green where completed, or in red where overdue. You can tap to view the full Tasks page.