Intelliflo - Online adviser software

Intelliflo to roll out 'game changing' enhanced client digital advice portal

By Jo Gilbey
Find me on: LinkedIn Google+ Jan 21, 2015 9:03:24 AM

PFP2

Leading adviser software specialist, Intelliflo, has announced the next phase for its digital advice and personal financial management hub, the Personal Finance Portal (PFP).

Tightly integrated with Intelliflo’s Intelligent Office (iO) software package, the Personal Finance Portal 2 (PFP2) enables advisers and clients to communicate and interact securely and instantly with each other and access and review a client’s entire short and long-term financial portfolio.  All this via multiple devices such as mobile phones, tablets, laptops and PCs.

Delivering 24/7 access to real-time data, PFP2 also offers unlimited capacity campaign and communication management plus automated alerts and insights for both advisers and clients into all facets of their financial portfolio. The Portal is fully branded to individual advice firms, giving them the opportunity to reinforce their brand with their clients.

A further major development is optional integration with Yodlee Interactive, which provides secure access to real-time data for clients’ bank account and credit card information, alongside investment, protection, mortgage and loan accounts, enabling advisers to offer their clients an instant overview of all aspects of their financial portfolio including goal and budget management.

All 11,450 users of Intelliflo’s Intelligent Office will have access to the new service for unlimited client numbers when it goes live in July 2015.

Nick Eatock, Intelliflo’s Executive Chairman, comments: “The launch of PFP2 offers a game-changer for advisers, putting them firmly in the 21st century financial advice driving seat. The ability to view a client’s entire advised and non-advised financial portfolio and use tools that make sense of their day-to-day financial status, free from product provider bias and under advisers’ own brands, is a truly powerful resource.

“Importantly, it will save time, enabling advisers to have regular online interaction with clients as a perfect complement to face-to-face meetings. PFP2 can drive efficient and timely service models for clients of all types.  It will also put the advisers’ service at the centre of their clients’ day-to-day financial management interactions, reinforcing the benefits of the relationship.”

Jane Hodges, Chief Operating Officer, Alexander House comments: “Without the Personal Finance Portal in Intelligent Office, we simply couldn’t deliver an ongoing review service for the price the customers want.”

PFP2 Key Benefits

  • Multi-device access: pc, tablet and mobile smart phone
  • Secure email and messaging: essential for data-protection
  • Up-to-date portfolio valuations
  • Adviser and client pre-populated fact find capture
  • Aggregated information about advised and non-advised financial products 
  • Short-term cashflow information, via Yodlee secure access to bank and credit card accounts
  • Adviser-branded
  • Unlimited capacity campaign management
  • Product neutral: free from product or provider bias

For more information about the launch of PFP2 visit www.intelliflo.com/pfp.

Notes to Editors:

About Intelliflo

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 1,320 firms and 11,450 users with assets under advice of £181 billion (as at 31 December 2014).

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.

About Alexander House

Alexander House (www.alexanderhousefs.co.uk/is) is a professional financial advisory service. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice.

    

Financial adviser technology