Client Portal

One of software solutions we offer to our customers is theClient Portal. Within this portal, your clients can log in online to access their own financial product information

By granting your Client’s access to the Client Portal, this brings you closer to your clients and bridges the communication gap that can sometimes occur. The portal enables your clients to have access to the following:

• Amending and viewing their Fact Find
• Obtain Real-Time Valuations direct from the provider/s
• Produce Portfolio Reports from data populated by the Real-Time Valuations

IntelliFlo offer highly configurable solutions and with this in mind, you are able to configure the security rights on a client by client basis. This enables you to maintain full control as to what you would wish your clients to have access to.

Benefits to You

Due to the two way nature of the Portal, this allows both the client and the user to have real time access to the data, saving you vast amounts of time and also safe in the knowledge that you are viewing the most recent data.

To further demonstrate the uniqueness of the Client Portal, IntelliFlo can establish a link between your website and the portal. This is further enhanced by branding the portal with your corporate colours and logo, maintaining a constant branding experience.

The Client Portal enables you to have a further level of communication between you and your clients.

Related Links

• Contact Us
• NIO Technology Framework
• Useful Downloads

Useful Documents

• NIO Financial Services Platform
• Client Portal