Manage

Access

Utilize



policies in 1-click

Let adviser handle all the troubles
headbanner

I am an Adviser

Adviser Page 〉

I am a Client

Tell my adviser 〉

Supported By

Be well protected by insurance

Manage your insurance policies wherever you are
Access Anytime, Anywhere
Manage all policies in 1 place, support ALL insurers and policy types. Instant access to your policies in case of emergency.
No More Orphan Policies
Easy connect with your adviser Let them handle all your policies, even the orphan ones
Strive to Protect Your Privacy
All personal data are kept strictly confidential. Employ bank-level security. No sensitive personal data is requested nor stored.
Free signup
showcase analysis

Manage all policies in 1 App

Unbiased Need Analysis

Policy premiums at a glance

Make good use of your coverage in emergency

showcase opportunity

Share Policies with Family in 1 Tap

Manage policies for whole family

Share policy summary with family

showcase bigdata

Auto Payment Reminders

Auto premium due dates reminder

Renew on time and avoid overdue surcharges

People love our services!

Finally got a simple tools to deal with my policies
Dr. Kenneth Lai
Scientist
"After I purchase a new plan, I would always forget about the policy details. Now I finally find a platform that helps me manage all the policies and make sure they will be in full use when needed!"
Lance Lee
Banker
"I signed up to PortfoPlus because I like the vision behind the brand. However, I seldom used it until that time I needed to seek instant insurance support during a trip. I strongly recommend everyone to use it."
Jessica Wong
Brand Manager
"PortfoPlus service is free and easy to use, and I find it very useful. I even asked my agent to set up accounts for all my family members. Now I can manage the portfolios of my entire family via one App."

Awards And Media

Thanks to Our Supporting Organizations

PortfoPlus

Know Your Coverage • Be Well Protected.