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intelliflo personal finance portal
Value for money
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.
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.
Invesco. intelliflo remains independent in operations to Invesco.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Allied Irish Bank
Bank of Ireland
Bank of Scotland
Chelsea Building Society
Coutts and Co.
Cumberland Building Society
First Trust Bank
Glia Online Meeting and Screensharing
National Westminster Bank
Nationwide Building Society
Royal Bank of Scotland
No integrations available for Platform
intelliflo office (intelliflo)
No integrations available for Research
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways