PFP’s automated advice option means that you can provide a light-touch, self-service option for clients who want to buy basic investment products online
As an adviser, you know how vital it is for consumers to prepare for their financial futures. However, full face to face advice is costly for you to deliver and some consumers are reticent to pay these costs. Now there is a way to provide cost effective advice to help many more consumers build a savings pot for the future – by offering automated advice online, through the Personal Finance Portal (PFP).
PFP’s automated advice option means that you can provide a light touch, self service option for clients who want to buy basic investment products online; for example, employees or early savers who want to invest in an ISA or a General Investment Account.
It can help you:
DigitalWealthInsights is an independent service that researches and offers insights into providers of digital wealth management services both in the UK and globally. As part of this, they have analysed Intelliflo’s automated advice proposition and attributed a 4 heart rating. You can read their full research findings free of charge, subject to registration.
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