Intrinsic adviser launches D2C online offering

The adviser will offer consumers a portal which will allow people to "financially organise" themselves. They will be able to aggregate all their bank and accounts and accesss their portfolios so they can analyse their spending, set budgets and understand their future cash-flow needs. However, clients will not be able to invest through the system and will instead be directed to one of the firms advisers who will put them though a financial plan. The launch, which is scheduled for the end of summer, comes as technology experts have claimed technology is becoming vital in steering the...