Ready to take your financial journey a step further?
The Personal Financial Portal is a secure, interactive platform that you can use to manage your day-to-day and long-term finances. By combining our financial tracking technology with one-on-one guidance, we can work together to help you achieve your financial goals.
Watch the video below to learn more about the tools and resources available within your portal.
Connect all your accounts for a holistic and consolidated view of your financial picture.
See if you're on target to reach your most important financial goals.
Utilize interactive charts and detailed views to help monitor all your investment accounts.
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
Know how much you're spending and where so that you can better build a budget.
Safely store your most important financial documents and contacts, accessible 24/7.
Set budgets to help reach your savings goals and receive alerts when you are going over.
A complete financial picture is available on your smartphone with easy and secure access.
Let's Get Started
To sign up for the PFP, fill out the form, and a Financial Advocate will reach out with instructions for setting up your account.
From there, you will:
1. Fill out your introductory questionnaire
2. Connect your financial accounts
3. Personalize your portal
4. See your finances come to life
The Personal Financial Portal is only available to Pensionmark or Pensionmark-affiliated advisors clients. If you are unsure of eligibility, feel free to fill out the form, and our team will cross-reference it. If you are an employer looking to offer SMARTMap services to your clients, please contact us today.