The intelliflo client portal is a digital hub designed to enhance client engagement and streamline the advice process. Offered as a core feature for intelliflo office users, this white-labelled client portal provides a secure and centralised platform for clients to manage their financial information and interact with their advisers.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: