Providing temporary use of online non-downloadable personal finance software to assist financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of online non-downloadable personal financial advisor software to assist with client relationship management and reporting; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation; providing temporary use of online nondownloadable personal financial advisor software to provide automated advice and reporting;
REGISTERED
on 30 Aug 2023
INTELLIFLOPLANNER
INTELLIFLO LIMITED
2065299 · 19 Nov 2020
036
Class 036
Insurance & Financial Services
Financial investment advisory services; financial investment counselling; providing information in the field of financial investments;
Providing temporary use of online non-downloadable personal finance software to assist financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of online non-downloadable personal financial advisor software to assist with client relationship management and reporting; providing temporary use of online non-downloadable personal financial advisor software to assist with financial planning and portfolio valuation; providing temporary use of online nondownloadable personal financial advisor software to provide automated advice and reporting;