MyPerspective brings everything together in one place, providing a clear and organised overview of your financial arrangements whenever you need it. Through a single, secure login, you can access your investments, savings, pensions and important documents - whether you're at home or on the move.
Ultimately, MyPerspective is about giving you clarity, confidence and control over your finances, helping you make more informed decisions with ease.
View your entire financial position at a glance, including assets and net worth, all in one simple dashboard Use MyPerspective across desktop, tablet or mobile, ensuring your financial information is always within reach
Track how your portfolio is performing with regularly updated valuations and historical performance data
Your data is protected with a high level of security, and you stay in control of who can view your information
Keep all your important paperwork safely stored and easily accessible, from policy documents to property and legal records Access regular market updates and client newsletters in one convenient location, making it easy to stay informed at a time that suits you
Receive important updates, reports and messages securely, with notifications when something requires your attention
Microsoft now applies additional security verification steps to documents received via secure links in emails (your financial planner can provide further details and assistance if required). Your documents through MyPerspective do not require these extra steps, making it quicker and easier to view important information
In addition, the portal can track the value of your property, provide a consolidated view across family members or entities and act as a secure digital filing cabinet - giving you confidence that everything important is organised and protected.
If you would like to access or learn more about our portal, please get in touch with your financial planner – they would be delighted to guide you through it.
Secured. Tracked. Organised.
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