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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.


FSA cracks down on another PPI firm

The FSA has continued its crackdown on the selling of payment protection insurance by imposing a public censure on Cathedral Motor Company for failures relating to its sales of PPI.Cathedral is a franchised car dealer which sells PPI on an advised basis to cover vehicle finance agreements but it failed to organise and control its […]

Big sellers don’t bring big returns

The UK all companies and equity income sectors dominate Isa sales but rarely provide the best-performing funds in any given year.The 10 top-performing funds over the past five years have been dominated by niche vehicles, including Russia, China, Japanese smaller companies and resources funds, according to Standard & Poor’s.A scan of the performance tables on […]

Name and shame the lawbreakers

Open letter to Walter Merricks, Chief Ombudsman, Financial Ombudsman ServiceI was shocked to read your comments in the February 8 edition of Money Marketing that “the top 12 firms are responsible for over half of the complaints received to the FOS and that these firms showed no ambition to improve performance and no willingness to […]

Survey shows satisfaction

The Association of British Insurers is urging the FSA to slash paperwork after its first customer impact scheme showed people’s preference for dealing with call centres rather than written communication.The survey of 18,000 customers across 29 members has been billed as the biggest of its type in the UK and it claims the results undermine […]


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