Intelliflo rolls out open banking for its users

Portfolio all in one place

Sophie King
clock • 1 min read

Intelliflo has rolled out open banking to all its customers to support advisers in providing a holistic view of their clients’ finances.

The initiative will allow advisers to help clients link their current accounts, credit cards and savings accounts to the personal finance portal, allowing them to see their portfolio all in one place. Intelliflo chief executive Nick Eatock said: "Open banking technology gives advisers the ability to assess their clients' entire financial portfolio and provide holistic advice based on accurate data. This technology is revolutionising the financial services industry, delivering new products that enable people to better manage their money. "As the number of consumers using open banking t...

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