intelliflo office: powering the core of advisory experiences
intelliflo office simplifies processes, improves efficiency, and saves you time. The results are clear: firms like yours could increase revenue by up to 105% and manage 86% more assets under advice.
Tailored for financial advisers, it’s the ultimate all-in-one solution to elevate how your firm operates.
An integrated eco-system, supporting the entire client advice journey
Establish the client relationship
From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate any time, on any device.
- Builds closer client relationships
- Supports compliance and reporting needs
- Faster, safer, more efficient engagement
Collect client information and goals
Provide a holistic picture of clients’ financial status with intelliflo’s powerful integrated cashflow modelling tool. Minimise the compliance burden and provide consistent advice by managing all clients on a single cashflow modelling system
- Enable your clients to self-serve
- Link supported accounts and credit cards through open banking
- Insightful cashflow modelling
Analyse the client’s financial status
Time to build and develop the plan. Easily determine your client’s attitude to risk via our digital questionnaire. Real-time quotations seamlessly pre-populate against the client record and documents are automatically stored.
- Save time with virtual attitude to risk questionnaires
- Research and compare products with ease
- Efficiently manage fees, charges and income
Develop and present the plan
Bring the financial plan to life. Within the familiar environment of intelliflo office you can track all of the valuable advice you provide. All documents and data, including your recommendations are automatically recorded in the client record and stored safely in the cloud.
- Document management with added peace of mind
- Meet compliance and regulatory demands with a secure audit trail
- Built-in document designer tool, equipped with templates
Implement the financial plan
Key less. Do more with wealthlink. Now you can action clients plans via a fully featured investment platform without ever leaving intelliflo office, and needing to log into a platform.
- An end to rekeying
- Better outcomes for everyone
- Built with suitability in mind
Review and service existing clients
Preparing for a client review? Our business intelligence tool provides you with a set of ‘out of the box’ dashboards that support you with a variety of key management information. Communicate with client as and when suits them, via our intuitive client portal.
Our intuitive client portal boosts engagement by providing a way to communicate with clients securely in a manners to suit them
- Intuitive configurable dashboards
- Intelligent document generation
- An engaging client portal
The UK’s #1 choice for financial advisers
wealthlink: key less, do more.
wealthlink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.
The transformative power of technology
Our eAdviser index demonstrates the positive impact that embedding integrated technology into your firm, has on the advice process. The more features of intelliflo office adopted by the firm, the deeper the benefits received.
Don’t just take our word for it. Firms who maximise use of intelliflo technology:
- Generate 105% more revenue
- Achieve 119% more ongoing revenue
- Manage 86% more assets under advice
- Assist 39% more clients
