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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Investors split over Trump presidency win amid potential increase in inflationary risks

Investors split over Trump presidency win amid potential increase in inflationary risks

US government bonds at risk

Sorin-Andrei Dojan
clock 06 November 2024 • 4 min read
Donald Trump wins US presidential election

Donald Trump wins US presidential election

47th US president

Sorin-Andrei Dojan
clock 06 November 2024 • 2 min read
Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

Celebrating female talent in finance: Tips for success in the Women in Financial Advice Awards

'The outstanding entries for WIFA 2024 made judging a challenging task'

Gillian Hepburn
clock 06 November 2024 • 3 min read