Become an intelliflo customer
Making the leap to a new technology solution can seem daunting. But with intelliflo, you’ll find everything’s considered. We’ll guide you through from kick-off to go-live.
Understanding your firm’s needs
For intelliflo, there’s no such thing as a standard customer. Your needs and aspirations are unique, so we take the time to get to know you thoroughly before your onboarding begins.
Onboarding
We do everything necessary to ensure you have a positive experience as you integrate our solution into your daily operations. From account build to learning along the way, it’s all covered.
Data migration
Our experienced and talented team makes your data migration process not only secure, but as smooth as possible. We bring vast experience in helping firms transition from their current back-office solution to intelliflo office.
Integrations
Modern technology doesn’t always link up the way it should. But it doesn’t have to be that way. intelliflo helps your apps work seamlessly with APIs – intermediaries that pass messages between systems that can’t communicate directly – that bring everything together.
Our Certified Partners
If your business is looking for additional learning, consultation, or outsourcing support on intelliflo solutions, our carefully vetted and certified partners are on hand to help you.