Portal Benefits

/Portal Benefits
Portal Benefits2018-09-10T19:11:34+00:00

MWP’s Personal Financial Portal (PFP) offers employees a simple and secure online location where they can:

  • Aggregate Accounts such as checking, savings, investments, retirement, HSA’s, etc.
  • Work with Any Professional, as the system is agnostic
  • Access Key Information in real time on any device
  • Create Budgets, monitor cash flow, and track spending habits
  • Store Important Documents in an online document vault (Trusts, Wills, Passports, etc.)
  • Customize Reports for net worth, cash flow, asset allocation and more
  • Track Rewards such as frequent flyer miles, hotel rewards and credit card points
  • Secure Access with 256-bit encryption