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Intelliflo launches client portal

IntelliFlo has launched a unique client portal available to all users of Intelligent Office at no extra cost.

The new portal allows an IFA firms clients to log in via the companys website, viewing a dashboard summary of their details and portfolio, complete or access their fact find and view their portfolio report.

It enables them to e-mail their adviser direct with queries or questions and obtain quotations and on-line valuations.

Clients can log in via the IFA companys website or through a non-branded portal provided by IntelliFlo.

IntelliFlo chief executive Nick Eatock says: The client portal is a new tool to help IFA firms forge stronger and closer relationships with their clients. By offering an enhanced service that clients can access 24/7, this allows them to get an accurate view of their investments at any time just like checking their bank balance online.

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