Purposeful Portal

The Purposeful Portal app from Purposeful Group, powered by moneyinfo, offers you a clear overview of your financial life. Use it as your own digital filing cabinet and to track investments, savings, pensions, insurance, property, and related documents—all in one place.

With the Purposeful Portal app, you can:

View all your plans and investments with daily value updates, from single accounts to full portfolios.

Keep all your financial information and communications organised for simplicity and peace of mind.

The app makes managing your finances easier and more secure. It's available to clients of partner firms associated with Purposeful Group. If you need access, please contact your usual contact.