This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.

Intelliflo launches new client portal

  • Print
  • Comments (3)

Intelliflo is launching a new portal to allow clients of IFAs to analyse their investments and carry out basic transactions.

The Personal Finance Portal has been in development over the last two years. A pilot scheme featuring more than 600 advisers, design consultants and customers has been running since January 2010. The system will go live at the end of January for those who took part in the pilot and will be rolled out to all Intelliflo customers at the end of March.

Development of the portal has so far cost £1.2m and it has had 53,000 pre-orders from IFA clients for the service.

It allows clients to see where their assets are being invested, in what products investments are held and analysis of investment fund performance. It has a function called stock overlap which allows clients to see underlying stocks in each fund and compare that across their other investments.

New developments to the Personal Finance Portal are expected to be added at the end of each quarter throughout 2012, including the ability for clients to conduct simple business such as topping up Isas if the adviser allows it.

Intelliflo chief executive Nick Eatock says: “This is a really simple way for clients to be able to access in-depth information about their investments and see them in an aggregated format or drill down into however much detail they want.”

EGL financial technology consultant Eddie George says: “This is a natural progression as clients are looking to have easier, more up-to-date access to their investment information.”

  • Print
  • Comments (3)

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

Money Marketing Awards 2015
Put your firm forward as the leading practitioner in your field. Adviser and Advertising categories are open to entries - Enter Now.

Readers' comments (3)

  • Online system that only works with Internet Explorer.
    Intelliflo doesn't work on Macs, iPad or tablets.

    Unsuitable or offensive? Report this comment

  • Mike facts are seldom reported accurately….

    Happy to talk this through Mike over the phone with one of our sales or account managers rather than fill up this site with a sales pitch as often done by other competitors.

    Ps. The Personal Finance Portal is Multi-Browser and device independent.

    Unsuitable or offensive? Report this comment

  • My understanding is that the new personal finance portal will be multi browser. A great step forwards. However for advisers using the system as a whole we are still stuck with IE for all of the functionality to work. I have been at a lot of meetings and we have all been banging on about this limitation for as long as I can remember. You should note that its a fantastic system that has saved me a fortune and allows me to provide a superb service to my clients. Intelliflo just need to listen to their customers so that the entire system is multi browser.

    Unsuitable or offensive? Report this comment

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick


Do you see the value in adviser trade bodies?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments