Client portal - Securely grow your client relationships

intelliflo’s client portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their financial information and the value you’re adding.

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Faster, safer and more efficient two-way engagement

intelliflo’s client portal is more than just a ‘portal’, it’s a modern, personalised extension of your advice process, accessible as a web app at any time, and from any device.

From onboarding and factfinding, to secure virtual meetings and paperless document sharing, our customisable white-labelled client portal provides an efficient and engaging client experience.

Fully integrated with intelliflo office as standard, our client portal can help you:

Act faster, safer and more efficiently

Fully integrated with intelliflo office, intelliflo’s client portal gives you and your clients a secure shared resource where you can communicate any time, from any device.

Aggregate your clients’ finances

Provide your clients with a holistic financial overview by combining data stored in intelliflo office with their cashflow information, bank accounts and credit cards to create a single, centralised hub of secure data.

Maximise client access on all devices

intelliflo’s intuitive client portal enables your clients to review and self-serve their portfolio at the touch of a button, from populating their own fact find data to getting updated product valuations. Thanks to the Progressive Web App, you and your clients can engage seamlessly on any device with a web browser.

Save time and cut costs

Save time at the outset of a new client relationship by automatically pulling bank account information into the intelliflo office fact find. A client portal also enables you to share, sign and return documents online on the same day, minimising processing time.

Meet compliance and regulatory demands

Our client portal helps you stay on the right side of regulations including the Australian Privacy Act 1988. All actions are backed up by an audit trail and all documentation is automatically stored securely.

Grow your business and reinforce your brand

Merged client data from intelliflo office and intelliflo’s client portal can provide a cost-effective marketing and communication mechanism to engage your clients en masse. The white-labelled portal allows you to apply your logo and firm colours throughout for consistency.

We’ve had a positive response to the client portal. Our clients like being able to log in and see their balances and update their fact finds when they sell a car or their property increases in value.

Jodie Bindig

Practice Manager, Latitude Private Wealth

Enhance your client experience through our integrations

Safe and interactive two-way engagement

Glia allows you to meet via video, text chat and audio. Discuss and share documents such as portfolio valuations in a secure environment.
Automatically record all conversations, including files shared, providing you with a full and easily accessible audit trail of all client conversations and meetings.
A modern way to engage with clients in a time-efficient, cost-effective and full compliant manner.

Fast, compliant electronic agreements

No more waiting around to receive, sign and re-send documents. Instant electronic signatures.
Lower operating costs, reduced errors and a superior client experience.
Automatically stores documents against their client record in intelliflo office, with a digital audit trail.