Personal Finance Portal

Digital client engagement offering greater flexibility and engagement with clients.

Personal Finance Portal

Give your clients a bird's-eye view with the Personal Finance Portal

Working hand-in-hand with Intelligent Office, the 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.

Secure and convenient engagement between you and your client

Interactive fact find to streamline the often time-consuming fact finding process

Makes client servicing cheaper by saving processing time, postage and printing costs

Benefits of use

By making PFP available to your clients as part of your ongoing service model, you can reduce your servicing costs whilst enhancing the client experience and putting vital information at their fingertips. PFP can be an invaluable component of your standard advice process, saving time by sharing documents and obtaining online confirmation of client requirements and money on stationery and postage. It provides an automatic audit trail for compliance purposes.

Meeting regulatory demands

Submitting personal and sensitive information by means such as regular post is no longer an acceptable risk under GDPR and MiFID II. Documentation is stored securely and housed in a safer environment.

Saving your business money

Make PFP available to your clients as part of your ongoing service model and you can reduce your servicing costs (less printed collateral - better for the environment) while enhancing the client experience.

Improving client engagement

Aggregate information about their advised financial products held in Intelligent Office, with their short-term cash flow information and non-advised products

Grow your business and reinforce your brand

Merge core client data from Intelligent Office with PFP, giving you a cost-effective mechanism to engage your clients en masse, from client email bulletins, to other marketing mailshots.

An independent view from DigitalWealthInsights

Useful information

PFP Overview Video

PFP overview

Attitudes towards online finance are changing, with end users wanting to access their financial products online.

Watch the video
Digital Advice Hub

Digital advice hub

Plug in additional features such as Glia, DocuSign and Open Banking to greater improve you and your clients digital experience.

Read the fact sheet
More Than A Portal

More than a portal

Don't just take our word for it, hear what financial advisory firm Herbert & Webster think of the Personal Finance Portal.

Watch the video

Asset 6

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