Select Page

Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal

Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and advisers interact with it.

PFP enables advice firms to offer a client portal, enabling their clients to access their portfolio information, update fact find information and send and receive important documents in a secure and timely fashion. It also enables the adviser to update their client’s information in real time, as well as satisfying the regulatory demands outlined by MiFID II and GDPR.

About The Author

Robert Quartey

With a Biological science degree, Robert joined the Financial services industry in 2014. Whilst sourcing and managing the IT estate for a Financial Advisory Firm, Robert has acquired a deeper working knowledge of Fintech and the management skills that are required for organisational change. Robert joined FTRC in June 2018 and works alongside Adam with research on protection and Adviser Software. Outside of work, Robert loves keeping active, watching pretty much every sport known to man and follows Manchester United Football Club.

Leave a reply

Your email address will not be published. Required fields are marked *

Advice Tech Hub



Highlights from:

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.