Personal Finance Portal (PFP) App – Update

By Mark Evans

* This is a technical note aimed at those clients who use the Personal Finance Portal (PFP). If you would like to find out more about how to access your own PFP, please contact your adviser, directly. *

For those of you that use the PFP, please be aware that there has been a change to how you will access the Portal going forward.

The company that runs the PFP have moved away from the more traditional 'native' app, where you had to download PFP from either Apple's App Store or Google Play. Instead, PFP is now available via the more-modern solution, which is called a Progressive Web App (PWA).

The PWA is already available to use/download from our PFP homepage. All you have to do is simply click 'Get the app', and then add it to the home screen on your device.

What is a Progressive Web App?

A Progressive Web App is an application that uses the web to deliver an app-like experience - to the user it behaves just like an app and many users will already have installed PWAs without realising the difference. Once installed, the PWA is launched like an app from your device home screen, but uses modern web content which is optimised for the mobile or tablet device being used. The desktop and web app function in the same way and have the same user interface

How is the PWA installed?

It's easier than visiting the app stores. You will need to visit the PFP and if you are using a mobile/tablet device you will see a "Get the app” button.

You will see the following image when visiting the PFP Homepage on a mobile device:

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Clicking this button will either install the app directly or show you the instructions to install (depending on your browser) which will then add the PFP app icon alongside your other apps. Please note that iPhone users will need to use the Safari browser to add the app. Android users can add it in Google Chrome. 

In an iPhone (Safari Browser) you will then see the following image:

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To install, follow the instructions and add the link to your home screen, so you do not have to type the homepage address every time you want to access your personal portal.

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What happens to the iOS and Android apps?

These apps will be removed from the stores so that they can no longer be installed.

What about clients who have the iOS and Android apps?

For clients that have the iOS and Android apps, these will now stop working.

What about new clients?

For new clients not registered yet they can simply "Get the App" straight away and they can even register for the portal after they have installed the web app on their device.

Restrictions:

Apple devices only support Progressive Web Apps on devices using iOS 11.3 onwards.

Should you have any queries or encounter any installation issues please contact us.

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