The My PFM app is a service provided by PFM Associates, and powered by moneyinfo, which allows you to start building a picture of your financial life.

Think of it as your digital financial filing cabinet where plans, policies and mortgages can be tracked together, along with all associated paperwork.

Here’s a couple of the things My PFM can help you with:

• From a single investment to an extensive investment portfolio; My PFM makes it simple to understand how your investments are performing with daily valuations.

• Create a single view of all of your financial arrangements, including your savings, investments, mortgages, property and insurances.

• Ensure your important financial documents are safe, secure and accessible and giving you and your financial planner the ability to share documents and messages in a safe and secure manner.

My PFM makes understanding and keeping track of your money both easy and safe.


My PFM is available to clients of PFM Associates. Please contact [email protected] to arrange an app login if you don’t have one already.