Empowering you
Some platforms may support your business – but intelliflo gives you the power to transform it. Our technology makes your entire workflow smoother, smarter, faster and more efficient.
Your clients’ journey
Every client wants a more prosperous future. It’s your job to help them achieve it. From first contact to long-term relationship, intelliflo gives you the tools you need to succeed.
Understanding your clients
Giving great financial advice means getting to know your clients: their hopes, their plans, their aspirations. intelliflo gives you an intelligent platform that works hand in hand with your relationship-building skills.
Transforming your business
intelliflo office gives you the power to build a better business, become more streamlined and efficient, and manage risks more effectively. It lets you manage all of your client and provider data within a single technology ecosystem and align it to your service proposition.
Become an intelliflo customer
Making the leap to a new technology solution can seem daunting. But with intelliflo, you’ll find everything’s considered. We’ll guide you through the whole process from kick-off to go-live.