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Home Client Portal The Personal Finance Portal (Intelliflo)

Willingness to recommend

3.42/5

Based on 91 reviews

The Personal Finance Portal (PFP) (Intelliflo)

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Value for money

3/5

Support

2/5

Integrations

4/5

Based on 1 reviews

Working hand-in-hand with Intelligent Office (iO), Personal Finance Portal (PFP) gives users and their clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.

NextWealth view

PFP 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 PFP), compared with 23% of larger firms with more than 20 staff. Reviews of client portals have not been particularly positive in general, however PFP scores more highly than its competitors.

Integrations

4/5
Based on 1 reviews
Back Office Systems
Cash Flow Modelling
Other
Platform
Research
Risk Profiling

Intelligent Office (Intelliflo)

No integrations available for Cash Flow Modelling

No other integrations available.

No integrations available for Platform

No integrations available for Research

No integrations available for Risk Profiling

Reviews

Leave a review for The Personal Finance Portal (Intelliflo)
5/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
2/5
Service
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Anonymous December 2019

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