Advice journey
Powering every stage of your advice
Building great financial plans requires tools that work together. That’s why advice firms use intelliflo office to collect client information and analyse their financial picture, to build and deliver personalised plans.
Rated 4.1 out of 5 from 9,500+ survey responses*
Establish
Establish client relationships
From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate any time, on any device.
Collect
Collect client information
Deliver a complete view of your clients’ finances with intelliflo’s integrated cashflow modelling, supporting self-serve access, open banking links, and consistent, compliant advice.
Analyse
Analyse your clients’ financial status
Build and manage financial plans efficiently with intelliflo from digital risk profiling to real-time product research and automated document storage, all in one streamlined workflow.
Develop
Develop & present plans
Develop robust financial plans with intelliflo office. Digitally assess risk, compare products, and automate documentation, all within a secure, compliant, and time-saving environment.
Review
Review & service existing clients
Data is key to delivering the personalised experiences clients expect. By using intelliflo’s technology to make the most of your data, you can drive deeper engagement, build loyalty, and support long-term business success.
Integrated tools to shape financial planning
Research and compareproducts
Access market-wide fund data, analyse performance, and match funds to portfolios and risk profiles.
Customisableadvice templates
Create professional, compliant reports with our Document Designer tool, aligned with regulatory standards.
Track and recordadvice
Log every recommendation, review, and update with full audit trails for complete visibility and compliance.
Built-incompliance
Securely share financial plans with clients, backed by automatic document storage to meet regulatory requirements.
Client-centriccommunication
Deliver financial information via our client portal, personalised for each client’s needs and accessibility preferences.
Research, quote & report
- Everything you need at your fingertips to turn client goals into actionable financial plans with ease
- Integrated goal-setting tools, product research and easy-to-use advice templates
- Deliver consistent, compliant, and efficient advice with our ecosystem of app partners
Ready to transform your financial advice delivery?
Speak to one of our team to see how our seamlessly integrated financial advice software can transform your advice process.
* Rated 4.1 out of 5 on average by 9,592 responses in intelliflo’s customer satisfaction survey (November 2025)