Automated Advice

Goals-based, customer-centric online advice via Intelliflo's Personal Finance Portal

While full face to face advice remains the principal method of customer engagement, the effective use of technology can also help you meet the needs of investors who may not want full advice or may be reticent to pay for it.

Automated Advice is a turnkey solution accessible via Intelliflo’s Personal Finance Portal (PFP) which, in partnership with our goals-based investment solution, is a truly customer-centric online advice proposition.

Evolve with your clients' needs

Both Intelliflo’s Automated Advice solution and our Strategic Portfolios were built with a singular focus on the client and their goals. Rather than concentrating solely on tax wrappers and investment management and performance, our goals-based investing model is centred on the individual investor. Our actively managed goals-based investing approach is designed to deliver an investment experience consistent with client their expectations which in crucial for a light touch service.

As your clients’ needs evolve, you can easily transition them to a full-advice service, using our goals-based investment toolkit -- helping you to deliver a consistent approach and articulate and demonstrate to your client exactly what you are doing for them to justify your fees.

As your clients’ needs evolve, you can easily transition them to a full-advice service, using our goals-based investment toolkit.

Automated Advice can help you:

  • Create new revenue streams
  • Monetise your orphan client banks cost-effectively
  • Unlock new client segments, including Auto Enrolment Scheme members
  • Provide an omni-channel service and trading platform

Already using Intelliflo?

A goals-based investment solution perfectly complements Intelliflo’s Automated Advice process, which itself focuses on goal achievement. If you’re already using Intelliflo’s Intelligent Office, you can select SEI Strategic Portfolios through the Automated Advice service option. These portfolios can be a suitable choice for your clients across the risk spectrum, given the funds’ highly diversified nature and goals-based properties.