Intelliflo - Online adviser software

Customer success team

Maximise the accuracy and efficiency of your data in Intelligent Office (iO)

Our specialist customer success team has been created to help our clients adopt key areas of Intelligent Office.

The team comprises experts in specific functional areas to help you drive greater efficiencies into your business through knowledge transfer, supporting you to become more self-sufficient. The team complements the existing traditional support and account management functions and are able to guide you through the following key areas:

  • Data cleansing
  • Bulk valuations
  • Document designer
  • Income management 

If you are interested in getting support from this specialist team, please contact your account manager to find out more, or alternatively take a look at this fact sheet for further information.

Flashlight data service

Flashlight data service has been exclusively designed to enhance the way that bulk valuation files are dealt with from providers. This means that we are able to cleanse data in iO and ensure that you get the most from the data that you own.

Benefits of Flashlight data service for you?

  • Reduce administration costs
  • Reduce time calling providers directly
  • Enhance your data quality - enabling you to spot trends
  • Gain greater detail on AUA and income allocation

Download fact sheet

Get a view below from an advisory firm that has improved data and the quality of the valuation system through fashlight service.

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