FPC View

The FPC View app is a service provided by The Financial Planning Corporation LLP and powered by Moneyinfo that gives you a complete picture of your financial life.

Think of it as your digital financial filing cabinet. All of your investments, savings, pensions, insurances, banking, credit cards and property can be tracked together with all of the associated paperwork.

Here’s a few of the things the FPC View app can help you with –

• From a single investment to an extensive investment portfolio; the FPC View app makes it simple to understand how your investments are doing with daily valuations, share and fund prices. FPC View can aggregate the information and values from multiple accounts and platforms.

• A secure store for your financial documents, which can include FPC reviews, reports and market updates. It can also be used for personal files, which might include insurance documents, Wills or trust deeds.

• As a personal financial assistance to help you keep an eye on upcoming renewals, payments and incomes.

• FPC View also includes a messaging tool so that sensitive personal data can be exchanged securely. Notifications can alert you when important messages or documents are waiting to be read.

The FPC View app is available to clients of The Financial Planning Corporation LLP.