The right tools to meet client demands
The right digital tools can help you and your business become more efficient. They can also redefine your clients’ experience.
A holistic financial overview
Our client portal helps you combine your clients’ data from intelliflo office with their short-term cashflow and non-advised product information for a holistic financial overview.
Thanks to Open Banking, the client portal can help you use all the financial data from your clients’ bank accounts, credit cards, and other non-advised products alongside the products you’ve advised. They link together to provide a single, centralised hub of secure data, helping you create, enrich and personalise the client experience.
An invaluable tool
Client portal lets you and your clients view financial information together via a secure online hub.
Pre-populate data
Get up-to-date portfolio valuations
Communicate quickly and securely
Work quicker, save time
Client portal lets you share, confirm and submit documents online on the same day, minimising processing time and reducing servicing costs. You can save time at the outset of a new client relationship by automatically pulling bank account information into the intelliflo office fact find, supporting timely and accurate input of cashflow and product information before your client meeting.
Cut costs, grow relationships
Making client portal available to your clients as part of your ongoing service model brings benefits for both them and your business.
Enhance your clients’ experience
Put vital information at their fingertips
Reduce your servicing costs
Better understanding of the advice process
Financial view at the touch of a button
An up-to date picture
Peace of mind
Enhance transparency
As well as jointly populating fact find information, our client portal gives clients visibility of the tasks you’re undertaking for them.
Stronger relationships, long-term loyalty
Embracing digital technology to engage your customers gives you an advantage in the marketplace, strengthening your client base and increasing the value of your advice.
Security built in
Protecting your clients’ data is as vital to us as it is to you. All intelliflo products are on one AWS (Amazon Web Services) based platform.
intelliflo office is protected, secure, and validated by the ISO 27001 stamp of approval.
Single code base for all customers across all regions
You’ll always be on the latest version and features. Easier to govern, manage and run, while improving reliability & resilience.
No bespoke developments or lengthy customisations
A single platform: everyone has the same version and can implement it easily. Reduces complexity and brings economies of scale.
Configurable for your individual firm needs
All our customers have individual needs. One size does not fit all – so having a choice of configuration is a significant advantage over expensive customisation.
Create formal documents with ease
Document Designer lets you create your own bespoke letters and reports, including Advisers T&Cs and letters of authority. Templates can contain text that may include data that has been merged from intelliflo office, while still offering the flexibility and ease of standard construction in MS Word.
All documents produced via Document Designer will save automatically to intelliflo office. Any documents saved within intelliflo office can be issued to your client via our client portal at the click of a button.
Docusign integration
intelliflo office also has an integration with DocuSign:
- Allows your clients to digitally sign documents during a meeting or from the comfort of their home or office using our client portal
- Automatically reminds clients that there are documents for them to sign
- Reminders set at the time of sending the e-signature document within intelliflo office
Supporting your end-to-end advice journey
intelliflo office can support you through your entire advice journey, with a host of embedded solutions.
Secure client portal
Cashflow modelling tool
Integrate with 3rd party apps
Fact finds
Financial goals
Personal data
Portfolio value
Virtual meetings
Document signing and sharing
Customisable white-label interface
Manage client information securely
Client portal gives you and your clients a secure shared resource helping you communicate any time, from any device.
The client portal, included in the cost of an intelliflo office licence, provides your clients with a modern proposition and an all-round advice experience.