Intelliflo unveils Personal Finance Portal
The portal is available for all 12,600 users of business management software Intelligent Office.
Nick Eatock, Intelliflo’s executive chairman, said: “We like to refer to PFP as ‘big fish technology’ because the sophistication of the product means even the smallest adviser firms can offer clients an experience you might only expect from large financial organisations.
“Together with the existing iO tools, it enables our adviser clients to run 21st century businesses that align with the services the government wants to see.”
Intelliflo said PFP will not only allow advisers to easily stay in contact with their clients, it will also help them budget and plan and to review the clients’ entire net-worth.
Eatock added: “The roll-out of PFP to all users demonstrates our commitment to enabling financial advisers from firms big and small to access superior technology designed to enhance the service they deliver to their clients.
“Not only is it impressive to use, it also saves time for advisers, making them more efficient and able to work more profitably.”