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threesixty Webinar - Intelliflo

Intelliflo’s technology can help support you and your business, so that you can continue to provide valuable financial advice whilst working remotely. In this demo we take you on a high-level tour of our top tools and services which are available within the Personal Finance Portal (PFP) of Intelligent Office, with guidance on how to use them to stay connected with your clients. You will discover how the PFP can provide an efficient way to get up-to-date portfolio valuations, and communicate urgent information, securely at the touch of a button. We also quickly show you how you can meet and interact with your clients safely online, as well as share documents and collect electronic signatures within our secure portal.