Software firm Intelliflo plans to launch a simplified advice service for advisers.
It will be embedded in its existing Personal Finance Portal (PFP), and Intelliflo said it will enable advisers to service a broad base of clients, regardless of the size of their assets. Intelliflo said it is already in the design and build stage with a range of third party providers, with a view to providing access to initially to investment and protection products. The service with use investment risk profiling tools and several pre-defined investment portfolios. It will also allow the construction of bespoke risk-rated portfolios by advisers for their individual clients. The ...
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