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Home Client Portal The Personal Finance Portal (Intelliflo)

Willingness to recommend

3.52/5

Based on 121 reviews

The Personal Finance Portal (PFP) (Intelliflo)

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Value for money

3.52/5

Support

3.52/5

Integrations

3.65/5

Based on 31 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

3.65/5
Based on 31 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

No other integrations available.

No integrations available for Platform

Intelligent 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 The Personal Finance Portal (Intelliflo)
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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