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, see goal progression, 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 GDPR requirements. You can also conduct live chat via text, voice or video calls, with live screen share – all stored automatically against your client’s record in intelliflo office.
Further planning functionality that’s available to you
Aggregate financial products
Valuations for pensions and investments and aggregation of bank accounts to provide a single view of entire wealth, via the Open Banking integration. Also allows for importing of income and expenditure from both bank accounts and credit cards.
Configure access
Elements of the portal can be removed for some or all clients, and configured to suit your clients’ service level.
Share documents
Documents can be securely shared with your client, with digital signing via DocuSign available if required.
White label and customise appearance
PFP can be white labelled, allowing you to create your own in-portal branding. If you have multiple businesses or trading styles, each can be set up as a distinct group, with different branding and colour schemes.
Make available in app form
PFP is available for your clients as a progressive web app, if needed.