Intelliflo is the system that we have chosen to use to bring together data we use in the planning process.
Primarily driven by your Account Manager, it ensures your information is updated and consolidated in one place, and provides a separate audit trail to ensure all elements of the planning process are covered according to your requirements.
Once you are a Basi & Basi client, you can have access to your client portal which will allow you to alter any changes in your circumstances. This is yet another piece of technology which allows you to have almost constant contact with your adviser, which only strengthens our relationship. Below are a few images of what a client could see once they have signed in.