Maximise client access on all devices
Your clients can review and self serve their portfolio at the touch of a button, from populating their own fact find data to getting updated product valuations.
Save time and cut costs
Share, confirm and submit documents online on the same day, minimising processing time and reducing your servicing costs.
Meet compliance and regulatory demands
You and your client can discuss and share information confidently, with an automatic audit trail and all documentation stored securely.
Grow your business and reinforce your brand
Merged client data from intelliflo office and the personal finance portal can provide a cost-effective marketing and communication mechanism to engage your clients en masse. You can also apply your logo and colours throughout for brand consistency.
Intelligent tools for a smarter online experience
Secure technology to speed up your processes, simplify data sharing and deliver a seamless digital experience for you and your clients.
Fully integrated with intelliflo office, Glia’s CoBrowsing technology lets you meet and collaborate with clients virtually, saving time and cutting costs. Share and discuss information conveniently via text chat, audio or video in a secure online environment.
Using DocuSign, you can send a document to your clients for them to sign electronically - and then they simply send it straight back. It’s paperless, cost effective and compliant, with no waiting around.
intelliflo office is easy to use, with huge capability and supports the whole team in keeping clients' information updated and secure. The personal finance portal is a great way of communicating via a secure portal and saves lots of paper by allowing clients to access information without having printed copies.
Thomas & Gentry Independent Financial Advisers Ltd