Intelliflo has integrated its client-facing Personal Finance Portal with its adviser back office system Intelligent Office, allowing the automatic transfer of information between the two. Intelliflo ...
Financial services technology provider IntelliFlo, has launched a of client portal available to all users of Intelligent Office at no extra cost. IntelliFlo is the first software provider in the ...
Early last month, Intelliflo released version two of its Personal Finance Portal, giving advisers more powerful ways to interact with clients. PFP2 allows more frequent client engagement without ...
The global cloud-based software provider said Flo has been designed to operate within the intelliflo office platform, allowing advisers to access guidance and support without leaving their workflow.
Software specialist Intelliflo has announced the next phase for its digital advice and personal financial management hub, the Personal Finance Portal. Integrated with Intelliflo’s Intelligent Office ...
Financial planning group Centrepoint Alliance has entered into an agreement with the United Kingdom financial advice technology firm, Intelliflo to deliver more technology to financial advisers.
Software specialist Intelliflo has announced the next phase for its digital advice and personal financial management hub, the Personal Finance Portal. Integrated with Intelliflo’s Intelligent Office ...
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