Produce client valuations the easy way
For many financial advisory firms, producing real-time valuations can be a laborious task, especially across large client banks and advised products. intelliflo office makes calling providers for client valuations a thing of the past. It can take care of ad-hoc valuations, as well as scheduling and bulk downloads from providers.
Saving time, adding value
Real-time valuations are gathered from product providers, fund managers, supermarkets, platforms and wraps, and the information is then distributed across many parts of intelliflo office, including:
- Management reports
- Individual client reports
- personal finance portal
- Asset allocation and fund performance fact sheets