PWS Client Portal

PWS Client Portal manage your financial and wealth affairs with direct communication with the PWS Advisory Group:
signing of documents, store and access important financial documents, and plan your financial future.

The app connects you to all your financial and wealth information ensuring all important documents are in one place, allowing easy and secure access anytime. Tax and other information can be shared with the PWS Advisory Team to save time and help manage your financial affairs. Better understand your financial position through the up-to-date Dashboard reports, and manage your personal cashflow by setting personal wealth goals and budgeting. The app also allows you to sign and store all of your important financial and legal documents like tax returns, wills and more!