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A More Intelligent Office

Intelligent Office has a whole host of features to help make adviser firms more efficient and probably the best feature to make intelligent office users more efficient is a moneyinfo client portal.

Why would you want to invest in a stand-alone client portal when the Personal Finance Portal (PFP), from Intelliflo is included in your Intelligent Office licence?

We can list a whole host of reasons and probably the best thing to know is that over 60 firms already use moneyinfo to complement their investment in Intelligent Office. Our apps get four-times as many logins as a traditional client portal and as the app is in your brand, clients are much more confident to use it.

With branded apps for both apple and android devices with biometric logon, secure messaging with WhatsApp style communications, automated workflow and a collaborative and fully configurable factfind, a moneyinfo portal will supercharge your business, adding all the benefits of digital relationship management to make your everyday processes for onboarding and client reviews so much more efficient.

We can help with data cleanup and once you’re a moneyinfo user, we take care of your data management for you. And there’s even an app for your advisers so that you can leverage that huge investment in client data.

Don’t just take our word for it, view a case study of firms using both moneyinfo and Intelliflo’s Intelligent Office.

“The big improvement has been on client messaging where we now have immediate access to any queries our clients have through the portal. We view moneyinfo as our long-term digital partner, they listen to what we have to say and what our clients want from the portal and they’re helping us deliver a better client experience.”

Dacre Staines, Partner, DBL Asset Management

“We’ve had a very high success rate with clients adopting the new client portal. We can track the statistics of how often clients are using the portal and 90% are regular users and more than 55% have downloaded the Lomond Wealth app. The support process from moneyinfo has been first class, right from the initial implementation to regular, free staff training and we continue to have regular touchpoints with the key support staff at moneyinfo.”

Derek Fish, Managing Director , Lomond Wealth

We connect with Intellflo’s Intelligent Office, t4a’s Curo, Iress’s Xplan and Adviser Office, Wealthcraft and many other systems. Our portals are designed to complement your existing back-office investment, improving its efficiency. Getting your client experience right will provide far greater benefits to your business than a change to your back-office system.

I’ll leave you with a quote from a recent client:

“We are a service business and our clients rightly expect secure, instantaneous information and regular updates on their financial plans. We reviewed several options and moneyInfo were the stand-out leader in the client portal and app space. Our team tested the solutions extensively before starting the roll-out and we are really impressed with what it can do and the feedback from our clients in the pilot has been very positive.”

Dominic Rose, Chief Executive Officer, MKC Wealth

To find out what moneyinfo can do for your business, please click here to organise a demonstration.

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Intelliflo Intelligent office is a comprehensive and flexible business management solution that simplifies your business management processes, improves efficiency, and saves you time.

Personal Finance Portal (PFP) is included in the cost of an intelliflo office licence, provides your clients with a modern proposition and an all-round advice experience.