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Our client portal: a window into their financial world

The intelliflo personal finance portal (PFP) is an all-in-one solution that lets your clients understand their financial position in detail, and at a high-level. They can view and amend selected fact find data, and get up-to-date valuations across their portfolios.

Our client portal explained

PFP is included within the core solution and ensures simple and secure communication between you and your clients. Secure messages can be sent between the portal and intelliflo office in line with the Australian Privacy Act 1988. You can also conduct live chat via text, voice or video calls, with live screen share. Messages and audio are automatically stored against your client’s record in intelliflo office.