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.
Digital channels and Fintech are reinventing wealth management and financial advice at an astonishing rate. F&TRC having been researching Fintech and digital developments for over 20 years. Their heart ratings are a subjective assessment about the proposition and are based on experience in speaking to the organisation.
Ian McKenna says:
Combination of PFM and automated advice as part of a core adviser software proposition is compelling.
Kerry Nicolaides says:
My days gone by as a para planner would have been incredibly different if I’d had access to such wizardry. Real game-changers in the way advisers engage with their clients.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
© Intelliflo Ltd
We use cookies to operate this website and to improve its usability.
Full details of what cookies are, why we use them and how you can manage them can be found by reading our Cookies page.
Please note that by using this site you are consenting to the use of cookies.