Intelliflo has launched its enhanced digital personal financial management hub, the
Personal Finance Portal (PFP) as an app through the Apple store and on Android.
All 13,300 users of Intelligent Office (iO), the UK’s leading business management software for financial advisers have access to the portal, which provides advisers, regardless of size, with a state-of-the-art, secure client communication system.
The technology enables even the smallest adviser firms to offer their clients digital services that surpass those offered by many multi-national financial services companies. It complements the suite of tools available through iO that enable advisers to work profitably with all types of clients, not just those with significant financial assets, something that the Government is keen to see happen.
The launch of PFP and Intelliflo’s commitment to innovation is proving popular with advisers looking for
future-proof software to help them run profitable businesses.
One such firm attracted by the comprehensive web-based tools offered by iO is Aspira Corporate Solutions Ltd, which switched to Intelliflo from IRESS in July this year.
Derek Miles from Aspira Corporate Solutions comments: “We are impressed with the tools available via Intelligent Office and the benefits it has to us developing our business in a profitable way. We are committed to growing our business and the opportunities offered by a joined up digital, web-based system such as iO make this the right choice for us.”
Nick Eatock comments: “It’s encouraging to see our focus on innovation, functionality and customer service is resonating with advisers and we’re delighted to see firms such as Aspira switching to us to help them expand and prosper. The good news for our new and existing customers is we have plenty of new developments in the pipeline. Watch this space!”
For more information please contact Jo Rimmer at Redspark PR on firstname.lastname@example.org or call 07970 088383.
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 1,500 firms and 13,300 users with assets under advice of £231 billion (as at 30 September 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.