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IMAGINE...

you as the financial products consumer empowered in the way you manage your budget, borrow money, protect against the perils to your life and property, and invest for the future.

Now imagine your empowerment being potentially FREE!  

Call or email now for an appointment to find out how.

For inquiries, call (632) 216-1541 / (632) 359-3094 / (63917) 505-0709 or email info@personalfinance.ph.

Part and parcel of Investment Monitoring is accurate record-keeping of transactions. For this we offer our Portfolio Management & Fund Administration software and services for institutions managing proprietary funds as well as pooled funds.

PFA is partnered with                           ,              a multi-awarded provider of and leader in portfolio

accounting and fund administration software that is capable of recording and maintaining a wide array of multi-currency investment transactions across asset classes. Such software also makes easy work of complex portfolio diagnostic tools, making portfolio analysis and reporting a breeze.

If you are under a budget, you may choose to outsource your portfolio accounting and fund administration to us. You will benefit from the same dynamic software without the investment cost. You have maximum flexibility as you may choose to buy our software or just outsource you fund accounting services to us.  

And whether you buy software or outsource to us, our systems can be scaled up to include SMS and Internet features.  These features provide better communication with your fund investors and empower your sales officers with the latest in financial planning tools.

Best of all, support and training are just a phone call or email away.

state of the art, award-winning and fully supported

and