Login to leave a review
The Personal Finance Portal (PFP) (Intelliflo)
Value for money
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.
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.
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
Integrates One Way
Integrates Both Ways