A new team has been created at Intelliflo to meet the growing demand for its personal finance portal service.
The new system allows advisers’ clients to use the software to digitally access their financial status at any time and last year was expanded to include access to bank accounts held outside the adviser relationship.
The responsibility of the team will be to project manage the adoption of the service with advisers and to provide guidance on how to access the portal in order to meet clients’ needs.
Nick Eatock, executive chairman of Intelliflo, said: “PFP (personal finance portal) allows advisers to engage with clients in a digital format that is easy to use, understand and access.
“Pretty soon, clients of advisers are going to expect this sort of service as the norm, and we want to ensure our own clients have the support they may need to get this up and running in an efficient way as soon as possible.”
Pretty soon clients of advisers are going to expect this sort of service as the norm.Adviser view
Gary Beck, a Chartered Financial Planner with Alexander House, has been using the system since August 2015.
Mr Beck said: “PFP has become an invaluable tool in the way I interact with my clients.
“They like it because it gives them the ability to log in and view their finances whenever they feel the need to.
“I like it because it produces clear, visual overviews of clients’ holdings with a click of a button. Overall, it saves me a significant amount of time while delivering better outcomes for my clients.”
