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
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
Intelliflo giving so many IFA firms the ability to offer automated advice is a significant step forward for the whole advice industry.
This is an example of humans and technology working together inharmony. If you haven’t already tried this tool, you absolutely should!