- Enable to provide their clients with a holistic view of their entire financial portfolio in one secure place
- Open Banking provides financial and mortgage advisers with a better and more realistic understanding of their clients
- It assists the accuracy of the fact find process and helps streamline it to become more efficient
- Data provided by Open Banking helps advisers get to know the spending habits of their client and encourages deeper collaboration
- Advisers’ clients can link their current accounts, credit cards and savings accounts2 to the PFP to see all of their finances in one place
- Intelliflo registered with the FCA as an Account Integration Service Provider which means that its Personal Finance Portal
