Personal Finance Portal

Personal Finance Portal | intelliflo UK

https://www.intelliflo.com/uk/solutions/intelliflo-office/personal-fin...

The Personal Finance Portal (PFP) is a secure shared resource where you can communicate with your client while offering an overview of their personal ...

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FAQs

What is a personal finance portal?

The Personal Finance Portal (PFP) provides a clear overview of your finances, so they can be managed and tracked in one place. It is like a personal digital filing cabinet where all of your financial records can be kept, and easily accessible whenever they are needed.

How do you do a financial portal?

Financial portals are websites or apps that provide a variety of financial data and information all in one place. They act as information hubs for users or clients, who are often individual investors and provide up-to-date financial news and data to make their investment decisions.

How much does Intelliflo cost?

Intelliflo is known for its Intelligent Office system, which supports around a third of the adviser market. It provides advisers who sign up with a choice of two licences – a wealth/holistic licence and a mortgage licence. The typical cost of a wealth/holistic licence is £130-£135 per user per month.

What does intelliflo do?

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow.

Who bought Intelliflo?

Invesco

How much does intelligent office cost?

The total Intelligent Office franchise cost ranges from $330,000-$1.2 million. This includes everything you need to get established, including securing the perfect location, build out, furniture, fixtures, technology, marketing, and months of working capital.

2. Pp-wealth.com