IT solutions provider Intelliflo has signed a deal with website provider, IFA Portals, which will enable IFA firms to seamlessly connect their website with their back office system.
Through the Client Portal functionality within Intelliflo's back and front office system, Intelligent Office, IFA firms' clients can log in via the company's website and view a dashboard summary of their portfolio, access their Fact Find and view their Portfolio Report. Clients can also email their adviser directly with queries and obtain quotations and online valuations. Nick Eatock, CEO at Intelliflo, commented: "This alliance will allow IFA firms with a lower technical capability to have a client-facing website that is seamlessly linked with the Intelligent Office client Portal, withou...
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