Intelliflo has rolled out its Personal Finance Portal financial management hub to all 12,600 advisers using the Intelligent Office software.
The online portal provides all advisers, regardless of size, with a “secure” client communication system.
Intelliflo claims it complements the suite of tools available through IO that enable advisers to “work profitably” with all types of clients, not just those with significant financial assets, something the firm noted that the government’s advice gap review is keen to see happen.
Meanwhile, PFP Premium gives optional access to real-time data for clients’ bank account and credit card information, alongside non-advised products like mortgage and loan accounts. This enables advisers to offer their clients an instant overview of all aspects of their portfolio, as well as ‘held-away’ assets like direct investments.
The portal can be accessed from multiple devices such as mobile phones, tablets and PCs, with branding available for individual advice firms.
In June, the firm said it had signed up a “record” 41 firms for its IO system the previous month, with increased new business enquiries and sign-ups from firms moving from alternative adviser business management systems.
Nick Eatock, Intelliflo’s executive chairman, explained to FTAdviser sister paper Financial Adviser in May that the first quarter had been the company’s most successful ever for new business, partly due to the post-RDR environment and more recently because of changes made to at-retirement rules.
peter.walker@ft.com
