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Home Client Portal intelliflo personal finance portal

Willingness to recommend

3.64/5

Based on 107 reviews

intelliflo personal finance portal

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Value for money

3.67/5

Support

3.3/5

Integrations

3.54/5

Based on 107 reviews

The intelliflo 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 financial information and the value you’re adding.

PFP – an extension of intelliflo office – also helps firms to comply with regulatory imperatives around data security and secure messaging. Providing a secure portal, such as PFP, lets firms evidence compliance in-line with the stipulations of GDPR and MiFID II.

Within the advice process, PFP enables advice firms to provide a modern proposition to their clients. Fact finds, financial goals and personal data can be accessed, and other facets such as open banking, virtual meetings, document signing and sharing and a customisable white labelled interface help to provide an all-round advice experience.

NextWealth view

The intelliflo personal finance portal came top in our recent survey for the most-used client portal with 35% of financial planners citing it as their solution. This tallies with the popularity of intelliflo's back office solution with which this is an easy integration coming from the same software house. As with intelligent office, usage is higher amongst firms with 6 or fewer planners (44% of whom use the intelliflo personal finance portal), compared with 23% of larger firms with more than 20 staff. Reviews of client portals have not been particularly positive in general, however the intelliflo personal finance portal scores more highly than its competitors.

Assets under influence:
$900 (intelliflo)
Ownership:
Invesco. intelliflo remains independent in operations to Invesco.

Integrations

3.54/5
Based on 107 reviews
Cash Management
Cashflow Modelling
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

Allied Irish Bank

American Express

Bank of Ireland

Bank of Scotland

Barclaycard

Barclays Bank

Capital One

Cashplus

Chelsea Building Society

Clydesdale Bank

Coutts and Co.

Cumberland Building Society

Danske Bank

DocuSign

First Direct

First Trust Bank

Glia Online Meeting and Screensharing

Halifax

HSBC

Lloyds Bank

M&S Bank

MBNA

Monzo Bank

National Westminster Bank

Nationwide Building Society

Revolut

Royal Bank of Scotland

Sainsbury’s Bank

Santander

Tesco Bank

Tide

TSB

Ulster Bank

Vanquis Bank

Virgin Money

Yorkshire Bank

Zoopla

No integrations available for Platform

intelliflo office (intelliflo)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for intelliflo personal finance portal
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
IOs client portal PFP, works pretty well. Nice secure communications and the whole team can see messages received and sent. Easy to upload and share documents, good intergrations for auto valuations and open banking. Its also steadily evolving and improving which is a good sign.
Anonymous July 2021
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It offers a good client facing experience and is good for sending messages and files to each other
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
3/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
4/5
Service
Think its expensive and difficult to navigate
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It needs work to make it more effective for clients. The returns graph is illogical and the open banking integration should have happened by now. It is not as intuitive as it can be
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
4/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
5/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
2/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
2/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
Out of date long before it was launched and getting further behind all there time. they don't act on issues and resave them and don't seem to be interested in the IFA's world just their own development perspective
Anonymous September 2020
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
expensive
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
It allows secure and identifiable contact with clients
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good service
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Because its simple and easy to use
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Meet our demands
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
4/5
Service
Simple and cost effective
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
3/5
Service
Long tech response times is problems arise
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Safe & secure
Anonymous March 2020
1/5
Willingness to recommend
2/5
Integrations
1/5
Value for money
1/5
Service
"real problems with tech
Anonymous March 2020
1/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
3/5
Service
it's not very good
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
5/5
Service
"It is very straightforward to set up with a client during a meeting
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
simple and clients like it
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Does its job as part of a wider range of tech supports
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It works effectively
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
I am assured that it works well
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
2/5
Value for money
2/5
Service
Need development
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
We are only just starting to open this up to clients
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Don't use very much
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Simple for clients to use
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Great how it links back to the back office and you can have meetings via the portal and send data securely
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Its is a good system
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Very good and secure
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Visually it could be better.
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Great way to help reduce paper and increase service to clients
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
No comment left by user
Anonymous December 2019
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