Intelliflo has this week (3 August 2015) rolled out its enhanced digital personal financial management hub, the Personal Finance Portal (PFP) to all 12,600 users of Intelligent Office (iO), the UK’s leading business management software for financial advisers. The roll-out coincided with the UK government’s announcement that it is launching a Financial Advice Market Review, looking at how financial advice could work better for consumers.

The online portal provides all 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 review is keen to see happen.

Nick Eatock, Intelliflo’s Executive Chairman comments: “We like to refer to PFP as ‘big fish technology’ because the sophistication of the product means even the smallest adviser firms can offer clients an experience you might only expect from large financial organisations. Together with the existing iO tools, it enables our adviser clients to run 21st century businesses that align with the services the government wants to see.”

A further major development, available as PFP Premium, is 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 financial portfolio as well as view ‘held-away’ assets the client may hold e.g. direct investments.

The key benefits of PFP include:

• Secure digital communication and interaction between advisers and their clients.
• Enables advisers and clients to access and review the clients’ entire net worth, with real-time data.
• 24/7 access from multiple devices such as mobile phones, tablets, laptops and PCs.
• Automated alerts and insights for clients and their advisers to help with budgeting and goal planning.
• Fully branded to individual advice firms, giving them the opportunity to reinforce their brand with their clients.

Nick Eatock comments: “The roll-out of PFP to all users demonstrates our commitment to enabling financial advisers from firms big and small to access superior technology designed to enhance the service they deliver to their clients. Not only is it impressive to use, it also saves time for advisers, making them more efficient and able to work more profitably.”