Tech Review: Gary Beck tests out the Personal Finance Portal

I first decided to try out Intelliflo’s Personal Finance Portal (PFP) online hub when in August it became a standard part of the Intelligent Office package with no additional cost to my clients.

Setting it up was easy from a technology point of view but it did require an investment in time from our admin team and myself to ensure that all the right information was input for each client.

Highly Commended – Money Marketing’s Best Use of Technology Award 2015

Last but not least, we were able to pick up a Highly Commended Award as well as being runner up in the award for Best Use of Technology at the Money Marketing Awards. We are deeply honoured to achieve such high recognition for our team’s excellent technical skills and continue to strive to deliver even better financial services and consultancy to our clients from this day forward.