valuations

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:

• CRM
• Management reports
• Individual client reports
• personal finance portal
• Asset allocation and fund performance fact sheets