Tech solutions provider IntelliFlo has launched a personal finance portal designed to offer a new channel of communication between adviser and client.
The portal, which has an investment spend of £1.5m, is an enhancement to the firm's Intelligent Office software and offers two-way secure messaging between the client and adviser. Additional features include client document storage, plan valuations and a white label option allowing clients to view policy details using a 'financial X-Ray'. Clients can also access fund fact sheet and performance data. "Advisers are rapidly changing their service models as RDR approaches and many are seeing the Personal Finance Portal as a central component to their client relationships," said Intelli...
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