Whittington Goddard are committed to the use of the personal finance portal for our clients, some of the many benefits are:
- View of your accounts/portfolios/transactions and balances
- Exchange of client data between our back office system and the portal
- Secure exchange of documents and messages
- Electronic signing of DocuSign documentation
- Reduction in our carbon footprint
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App Installed!
You can find PFP amongst your device's Apps.