office

personal finance portal

The personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their personal finances and the value you’re adding.

Maximise client access on all devices

Your clients can review and self serve their portfolio at the touch of a button, from populating their own fact find data to getting updated product valuations.

Aggregate your clients’ financial picture

Combine your clients’ data from intelliflo office with their short-term cashflow and non-advised product information for a holistic financial overview.

Save time and cut costs

Share, confirm and submit documents online on the same day, minimising processing time and reducing your servicing costs.

Meet compliance and regulatory demands

You and your client can discuss and share information confidently, with an automatic audit trail and all documentation stored securely.

Grow your business and reinforce your brand

Merged client data from intelliflo office and the personal finance portal can provide a cost-effective marketing and communication mechanism to engage your clients en masse. You can also apply your logo and colours throughout for brand consistency.

Intelligent tools for a smarter online experience

Secure technology to speed up your processes, simplify data sharing and deliver a seamless digital experience for you and your clients.

Glia CoBrowsing

Fully integrated with intelliflo office, Glia’s CoBrowsing technology lets you meet and collaborate with clients virtually, saving time and cutting costs. Share and discuss information conveniently via text chat, audio or video in a secure online environment.

In compliance with MiFID II, Glia records and saves all of the conversations and shared material, providing an automatic audit trail.

DocuSign

Using DocuSign, you can send a document to your clients for them to sign electronically - and then they simply send it straight back. It’s paperless, cost effective and compliant, with no waiting around.

Open Banking

Introduced in response to PSD2, Open Banking is the secure way for banks to provide access to their clients’ data, whether via online banking or through tools such as the personal finance portal.

Once your clients’ bank accounts are linked with the personal finance portal, they can easily populate income and expenditure data within the fact find, while you can discover held away assets and analyse their spending habits to help them manage their finances effectively.

Extend the reach of your service with automated advice

Access the next generation of clients via the personal finance portal’s online investment tool.

Full face to face advice can be costly to deliver, and this may exclude those with smaller amounts to invest, such as younger clients. Now there is a way to help lower net worth investors access your service, building a strong pipeline of future business.

Our automated advice lets you provide a light touch, self-service option for clients who want to invest online.

How it works

  1. Client completes questionnaire to assess attitude to risk and capacity for loss

  2. Automated advice produces most suitable investment options from a host of fund providers that you curate

  3. Client selects preferred option, investing from as little as £250

  4. Client easily accesses and monitors their investments via the personal finance portal

  • Fully integrated with intelliflo office for compliance and reporting
  • Supports initial investment and top-ups
  • All client activity visible, with comprehensive audit trail and advisor intervention functions
  • Includes due diligence by Square Mile and risk profiling by Oxford Risk
  • White-labelling can be applied throughout for brand consistency
  • Accessible by web and mobile
  • Secure payments via WorldPay