PIMS

Stay informed and connected with your clients' portfolios anytime, anywhere. Designed specifically for financial advisors, the PIMS mobile app provides a powerful yet intuitive platform to track super fund performance, visualize portfolio value trends, and access key investment summaries in real-time.

With secure login and dynamic data visualization, you can confidently support your clients, deliver insights on the go, and make informed decisions faster. Whether you're reviewing portfolio health or preparing for your next meeting, PIMS keeps your advisory practice one step ahead.

Key Features:

• Secure access to client portfolio data

• Interactive bar and pie charts for performance tracking

• Real-time updates on investment balances

• Clean and professional UI designed for advisors

• Seamless integration with your existing PIMS account