office

personal finance portal

The personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their personal finances and the value you’re adding.

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.

Glia CoBrowsing

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.

DocuSign

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.