It claims its Personal Finance Portal is fundamental in terms of profitable advice post-Retail Distribution Review, but does Intelliflo deliver? Mark Polson takes a look...
Last time, we looked at a back-office system designed by advisers for advisers that was looking to insert a Lego block in the foot of the big back-office providers. As fate would have it, this time we’re going to have a gander at some kit from… one of those providers. Let’s see if they’re walking straight or hopping around the living room howling in anguish (yes, this is personal experience talking). Intelliflo’s Personal Finance Portal (PFP) has been around for a year or so, but the Kingston cats are giving it a nudge in this post-Retail Distribution Review period as they reckon it’s...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
