data feeds
Automated valuations that work while you do
With intelliflo office, get data feeds from leading providers. Access investment data, generate client-ready reports instantly, and boost efficiency across your business.
Valuations that keep your
clients informed
Dailydata feeds
Instantly access up-to-date valuations, including value and unit breakdowns for each fund, providing a clear picture of your client’s portfolio.
Effortlessdata feed setup
Configure data feeds that flow straight into intelliflo office
Automatedscheduling
Set valuations to run automatically, even overnight, ensuring your data is always current.
OpenAPI connectivity
Our open API ecosystem allows providers to send valuations directly through integrated apps in the intelliflo store.
On-demandclient engagement
Empower clients to self-serve and view their portfolios anytime, with built-in transparency and daily updates.
Real-time client insights
The integrated client portal within intelliflo office transforms how you share portfolio information.
Reduce admin, postage, and printing costs while enhancing transparency and client experience.
Your clients gain secure 24/7 access to their portfolios, real-time valuations, and total net worth, all powered by seamless data feeds from leading providers.
Data feeds
Through the intelliflo store you can install data feed apps from leading providers, to provide accurate and up-to-date portfolio valuations across your investments.
Browse the wealth of data feed apps available using the directory below.
Ready to transform your portfolio management?
Speak to one of our team to see how intelliflo office simplifies valuations and strengthens client data and relationships.