View more on these topics

IntelliFlo launches IFA client portal

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.


War of words breaks out between TMB and edeus

A bitter war of words has broken out between The Mortgage Business and edeus, with TMB managing director Nigel Payne deriding Michael Bolton’s lender for being full of “front and self-delusion”.

GEMHL teams up with Sesame and Mortgages Direct

GE Money Home Lending has teamed up with Sesame and Mortgages Direct, Spicerhaart’s financial services division.Both Seame and Mortgages Direct will now have access to GEMHL’s First National Direct 2U range.Duncan Berry, director of mortgage sales at GEMHL, says: “The specialist mortgage market is going from strength to strength and the direct to broker channel […]

UCB slashes rates

UCB Home Loans is reducing the fixed rates across its entire core range of self-cert and buy-to-let mortgages.All two year fixed rates are being reduced by 0.25%, three year fixed rates by 0.20% and five year fixed rates are being reduced by 0.10%. The lenders free valuation incentive is still available on all purchase and […]

Pru endowments will pay off

Prudential last week re-vealed that the vast majority of its mortgage endowments are on target to pay off its customers’ home loans in 2007.

Advice or guidance? That is the question

The Retail Distribution Review (RDR) brought many benefits to the UK pension industry, but it also created an advice gap, resulting in consumers with the smallest funds struggling to access advice at a suitable price By Justin Corliss, Business Development Manager The Financial Advice Market Review (FAMR) produced in March 2016 aims to remedy this, […]


News and expert analysis straight to your inbox

Sign up