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 market to offer the facility of instant round-the-clock access to information to IFAs clients.
The new Intelligent Office client portal allows an IFA firms clients to log in via the companys website.
Clients can see a summary of their details and portfolio, complete or access their fact find, obtain quotations or online valuations and email their adviser direct with queries.
Clients can log in via the IFA companys website or through a non-branded portal provided by IntelliFlo.
Nick Eatock, chief executive officer of IntelliFlo, says: The client portal is a new tool to help IFA firms forge stronger and closer relationships with their clients.
By offering an enhanced service that clients can access 24/7, this allows them to get an accurate view of their investments at any time just like checking their bank balance online.