Intelliflo has created a new team to meet the growing demand for its Personal Finance Portal (PFP) service. The portal, which allows clients of advisers using Intelliflo’s Intelligent Office (iO) software to access their financial status digitally at any time, was expanded last year to include access to bank accounts and savings plans held outside of the adviser relationship.
Gary Beck, a Chartered Financial Planner with Alexander House has been using the system since August 2015: “PFP has become an invaluable tool in the way I interact with my clients. They like it because it gives them the ability to log in and view their finances whenever they feel the need to. I like it because it produces clear, visual overviews of clients’ holdings with a click of a button. Overall it saves me a significant amount of time while delivering better outcomes for my clients.”
The new Intelliflo PFP Implementation team has been created to help advisers’ transition to the system and access its full benefits.
The team’s mandate is to:
- Project manage the adoption of PFP with advisers.
- Ensure advisers’ businesses are PFP ready.
- Provide guidance to advisers about how to market PFP to their clients.
- Provide guidance to advisers about how to access quality data to meet individual client needs.
Nick Eatock, Intelliflo’s Executive Chairman comments: “PFP allows advisers to engage with clients in a digital format that is easy to use, understand and access. Pretty soon clients of advisers are going to expect this sort of service as the norm and we want to ensure our own clients have the support they may need to get this up and running in an efficient way as soon as possible.”
For further information, please contact Jo Rimmer at RedsparkPR on 07970 088383 or firstname.lastname@example.org.
Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,600 firms and 14,650 users with assets under advice of £243 billion (as at 31 December 2015).
In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth.
In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.