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 ...
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