Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and advisers interact with it.

PFP enables advice firms to offer a client portal, enabling their clients to access their portfolio information, update fact find information and send and receive important documents in a secure and timely fashion. It also enables the adviser to update their client’s information in real time, as well as satisfying the regulatory demands outlined by MiFID II and GDPR.