About our Portal service
Frog Financial Management has a Portal service for our clients, which is a free secure encrypted environment to safely share documents and any personal information.
Factfind – Found by clicking the ‘Home’ button
Complete all the information fields on the Factfind to provide us with everything we will need to provide advice and recommendation. Update any information we hold for you, at any time.
Peace of mind that the Frog Financial Management Portal uses the same high-level encryption and security measures used by banks and other financial institutions.
Upload documents to the Portal and Frog will receive notifications, making processing faster and more concise.
You will receive two emails; one with your username with the web link for the Portal, and a second one with your initial password. This email may go through to your junk folder, so please check to see if you’ve received it. To complete registration, create your own password to access the Portal at any time going forward.
Please make a note of your password for all future access. Once registered, you can access the Portal at any time from our website at this page.
Frog Financial Management will use the Portal to correspond with you for all relevant sensitive information. You will receive email notifications, as and when there are actions or information for you.
Your Portal access will contain the specific information needed for us to advise on and manage your needs.
Suitable web browser
For the best experience, please use Google Chrome, Microsoft Edge or Internet Explorer. Other browsers sometimes don’t recognise file types when downloading documents from the Portal, such as PDF’s.