Client portal
Elevating client engagement
Seamlessly integrated into intelliflo office, our secure client portal gives your clients clarity, control, and confidence in their financial future with a personalised digital experience that works on any device.
Drive better client engagement
at no extra cost
Actfaster and safer
Empower your team and clients with a secure, shared portal that enables real-time communication and collaboration, anytime, on any device.
Aggregateclient finances
Combine data from intelliflo office, cashflow models, and linked accounts into one central view.
Maximise access onall devices
Let clients update fact finds and view valuations easily with our mobile-ready Progressive Web App.
Save time andcut costs
Client onboarding and document sharing to reduce admin and speed up approvals.
Staycompliant
Built-in audit trails and secure storage help meet obligations under the Corporations Act, ASIC guidelines, and the Privacy Act.
Includedas standard
Integrated with intelliflo office at no extra cost, customise your portal with your firm’s identity to grow your business and reinforce your brand.
A secure space for financial clarity
In today’s digital world, clients require real-time access, personalised insights, and seamless digital experiences.
The intelliflo client portal delivers just that: a secure, branded hub that centralises communication, financial data, and planning tools.
Fully integrated with our financial advice software, it simplifies onboarding, fact-finding and KYC.
Elevating the client experience
Experience seamless mobile and online client interactions, informed by in-depth research and journey mapping.
- Capture client agreements instantly with secure bulk messaging
- Keep your clients engaged on the go through a custom-branded mobile app with push notifications
- Protect sensitive data with FaceID and SMS two-factor authentication
It’s more than just a ‘portal’ – it’s a personalised extension of your advice process.
Know your clients inside out
KYC
Streamlined fact-finding
Empower clients to update their own data anytime through the secure client portal, reducing admin and improving accuracy.
KYC
Digital risk profiling
Complete risk and capacity for loss questionnaires online or collaboratively via co-browsing, stored securely online.
KYC
Customisable client templates
Build bespoke templates and campaigns directly within intelliflo office, display them as widgets on the client portal.
KYC
Always-on client communications
Share updates, regulatory changes, and reminders directly via the client portal, to keep clients informed and connected.
Experience smarter, digital client engagement
“We love the ability to offer each of our clients their own portals through intelliflo office. This feature allows clients to log in, view their information, update their details, and receive advice documents from us all in one convenient place”
Ready to transform your client relationships?
Speak to one of our team to see how intelliflo’s financial advice CRM and client portal work together to power smarter client engagement.