Discover the benefits of our award-winning technology
Learn how our end-to-end solutions can empower you to:
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Generate efficiencies and save time: easily reconcile fees, check valuations and implement client plans at the click of a button.
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Achieve your growth plans and evolve for the future: seamlessly incorporate any of our best-in-breed integrations as and when you need them.
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Give clients a more consistent and engaging experience: securely view, discuss and share financial information with clients. Our integrated portal is white-labelled, ensuring your clients stay within your branded environment.
Frequently Asked Questions
Get a clear understanding of our process, from a discovery call to what to expect during your tailored demo session.
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What specific problems do your solutions solve?
intelliflo office is a complete practice management solution designed to streamline operations, improve efficiency, and support regulatory compliance for financial advice businesses. With a deep understanding of industry needs, intelliflo helps your firm:
- Automate fees and revenue management for streamlined financial operations.
- Provide clients with a secure digital portal for effortless interactions.
- Simplify client and regulatory reporting for compliance and transparency.
- Generate SoAs and RoAs quickly to reduce risk and save time.
- Integrate with third-party platforms to eliminate manual data entry.
- Leverage AI-powered tools to minimise errors and boost efficiency.
- Manage tasks and activities seamlessly to enhance workflow.
- Access all product valuations in one place, avoiding multiple logins.
- Use visual cashflow modelling to support financial projections.
How does the process work after I book a call?
We’ll start with a discovery call to understand your specific needs and tailor our approach, ensuring you see exactly how intelliflo can benefit your business. Our team will then guide you to a tailored demo of the solution that best fits your needs.
Will the demo be personalised to my company’s needs? Who should attend from my team?
Yes, the intelliflo demo will be tailored to your specific needs based on the insights provided by you during the process. We recommend inviting a diverse group of key users to the demo for a thorough assessment of its suitability. If one session isn’t enough, we can arrange additional meetings as needed.
Is there any preparation required on my part before the meeting?
No specific preparation is required, but it’s helpful to consider the key factors that would have the greatest impact on your business.
Can you provide case studies of companies using your solution successfully?
Yes, please see our customer success story examples here.
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