Intelliflo has launched its enhanced digital personal financial management hub, the Personal Finance Portal (PFP) as an app through the Apple store and on Android.

All 13,300 users of Intelligent Office (iO), the UK’s leading business management software for financial advisers have access to the portal, which provides advisers, regardless of size, with a state-of-the-art, secure client communication system.

The technology enables even the smallest adviser firms to offer their clients digital services that surpass those offered by many multi-national financial services companies. 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 that the Government is keen to see happen.

The launch of PFP and Intelliflo’s commitment to innovation is proving popular with advisers looking for future-proof software to help them run profitable businesses. 

One such firm attracted by the comprehensive web-based tools offered by iO is Aspira Corporate Solutions Ltd, which switched to Intelliflo from IRESS in July this year.

Derek Miles from Aspira Corporate Solutions comments: “We are impressed with the tools available via Intelligent Office and the benefits it has to us developing our business in a profitable way. We are committed to growing our business and the opportunities offered by a joined up digital, web-based system such as iO make this the right choice for us.”

Nick Eatock comments: “It’s encouraging to see our focus on innovation, functionality and customer service is resonating with advisers and we’re delighted to see firms such as Aspira switching to us to help them expand and prosper. The good news for our new and existing customers is we have plenty of new developments in the pipeline. Watch this space!”