EATT 2023 Disturbance Demo – Personal Finance Portal by Intelliflo
Last year intelliflo was the winner of a best-in-show award with their disturbance demo on intelliflo planning.
This year TC will be showcasing the refreshed personal finance portal and the soon-to-be-introduced financial forecast app.
For those of you who don’t know, intelliflo’s personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their personal finances…but I’ll hand over to TC to tell you all about it…
In their own words:
“Client portals have been a huge support to the adviser/client relationship. Especially in these recent few years.
But could they be more than just an information transfer and collaboration tool?
Could they be a shop window to the vital services that financial advice businesses have to offer their clients?
In this Disturbance Demo, Paul Thompson-Clark, intelliflo’s Head of Solutions, will preview for the first time in public what we think the future of client portals will look like.”
HQ: Wimbledon, England
Presenter: Paul Thomson-Clark (TC), Head of Solutions