Profile Creator

The missing piece your practice has been waiting for.

Profile Creator is a white-labelled digital fact find with deep intelliflo Office integration. Your clients can complete comprehensive onboarding or update their existing records—all without manual data entry on your end.

Why Profile Creator?

• Seamless integration
  Built by intelliflo specialists with extensive adviser feedback, Profile Creator captures client data and writes it directly into the right locations in intelliflo Office via API integration.
• An extension of your digital offering
  Fully white-labelled to reflect your practice branding, creating a professional experience that feels authentically yours.
• Works anywhere
  Responsive design means your clients can complete fact finds on their phone, tablet, or desktop—whenever and wherever suits them.
• Ready immediately
  Minimal setup required. Start using Profile Creator the moment you install it. No payment details needed for your 14-day trial.

How Does It Work?

For new clients:
Clients access your unique Profile Creator URL and authenticate into the app. They complete their fact find, and you receive an instant email notification when they’re done.

For review clients:
The same process, except their existing data from intelliflo is pre-populated upon a secure linking step. They review and update information before their meeting, ensuring accuracy and completeness. Again a notification is sent upon completion.

What Data Is Captured?

• All data you’d expect in a fact find
• Personal details, including dependants.
• Legal entities including Trusts, SMSFs and Corporate.
• Employment, Income and Expenses.
• Assets, Liabilities & Insurances
• Additional, you can choose to display custom questions and your intelliflo risk profile!

Deep API Integration

Capturing data on a webpage is straightforward—getting it into intelliflo correctly is the real challenge. Profile Creator leverages intelliflo’s open APIs to maximize data input and eliminate re-entry.

If it’s publicly available in intelliflo’s API and relevant to fact finding, we’re using it.

Stay Connected

Receive instant email notifications when fact finds are completed, triggering your next onboarding steps immediately. Keep your practice running smoothly.

Pricing

Simple, transparent pricing per adviser per month:

• Free 14-day trial
• Three-month introductory rate: $35 (+GST) per adviser
• Standard rate: $50 (+GST) per adviser

No sign-up fees. Cancel anytime.

Ready to Transform Your Fact-Finding Process? Getting started is simple:

• Press Install below (we’re notified immediately and will configure your account within seconds)
• Receive your confirmation email with your customised Profile Creator link
• Start using it right away with your clients

Free 14-day trial available for all intelliflo practices.
🔴 IMPORTANT: Please check your spam/junk folder if you haven’t received your unique link within a few minutes.