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intelliflo personal finance portal
Willingness to recommend
3.27/5
About the provider
The intelliflo personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their financial information and the value you’re adding.
The personal finance portal – an extension of intelliflo office – also helps firms to comply with regulatory imperatives around data security and secure messaging. Providing a secure portal, such as the personal finance portal, lets firms evidence compliance in-line with the stipulations of GDPR and MiFID II.
Within the advice process, the personal finance portal enables advice firms to provide a modern proposition to their clients. Fact finds, financial goals and personal data can be accessed, and other facets such as Open Banking, virtual meetings, document signing and sharing and a customisable white labelled interface help to provide an all-round advice experience.
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Ownership:
Invesco. intelliflo remains independent in operations to Invesco.
AUM:
$1 trillion+ (intelliflo)
NextWealth analysis
The intelliflo personal finance portal came top in our recent survey for the most-used client portal with 35% of financial planners citing it as their solution. This tallies with the popularity of intelliflo's back office solution with which this is an easy integration coming from the same software house. As with intelligent office, usage is higher amongst firms with 6 or fewer planners (44% of whom use the intelliflo personal finance portal), compared with 23% of larger firms with more than 20 staff. Reviews of client portals have not been particularly positive in general, however the intelliflo personal finance portal scores more highly than its competitors.
Integrations
Based on 344 reviews
3.25/5
Integrates One Way
Integrates Both Ways
intelliflo office (intelliflo)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
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Reviews
Willingness to recommend
Integrations
Value for money
Service
Not used as much - client's tend to login directly via platform portal more so than PFP.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
