Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice.
Registered
INTELLIFLOPERSONALFINANCEPORTAL
Intelliflo Limited
036
Class 036
Insurance & Financial Services
Providing information, commentary and advice in the field of financial investments.
Providing temporary use of a web-based software application for assisting financial advisors in providing investment management and financial advice and services to their clients; providing temporary use of a web-based software application for financial advisers to assist with client relationship management, financial planning, client reporting, portfolio valuation and provision of advisor-led automated advice.
Providing temporary use of a web-based software application for assist...