The Personal Finance Portal

Digital advice, maximising client engagement

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

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:

  • Supports regulatory requirements for information security by providing secure messaging between you and your clients
  • Allows you and your clients to view fund and portfolio details, get valuations and assess progress against investment goals
  • Makes client servicing cheaper by saving processing time, postage and printing costs
  • Reinforces your brand and relationship through white-labelling
  • Provides secure, online storage for all those important documents
  • Available for your clients 24/7 on a desktop, laptop, tablet and mobile phone
  • Provides peace of mind, knowing that communication with you is timely and secure
  • Included within the iO monthly subscription – so no extra charges
  • Automated advice option to expand your advice proposition

Discover more about Automated Advice

An independent view from DigitalWealthInsights

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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Heart Rating:

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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.

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Ian McKenna says:

Combination of PFM and automated advice as part of a core adviser software proposition is compelling.

Click here to read the full review

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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.

Click here to read the full review

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Your digital advice hub


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Communication costs


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PFP benefits


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Existing user video


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