Digital advice, maximising client engagement
Working hand-in-hand with Intelligent Office (iO), the new, improved Personal Finance Portal (PFP) gives you and your clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.
Benefits to you include:
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 Personal Finance Portal proposition and attributed a 4 heart rating. You can read their full research findings free of charge, subject to registration.
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