Intelliflo is rolling out a consumer portal in January as part of its Intelligent Office system, which will enable advisers' clients to do their own valuations and obtain quotations.
The portal will be provided free of charge to all Intelligent Office users and advisers will have the facility to choose what parts of a financial portfolio clients have access to. For example, clients will be able to see what business has been submitted, do their own valuations, work out what their investments are worth and fill in parts of a fact find any time of the day using their own browser. Intelliflo is also in the process of integrating its system with Assureweb and it intends to extend this to the consumer portal so that clients can do their own quotations. Nick Eatock, ch...
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