Your complete, integrated ecosystem
intelliflo office is a fully integrated solution. It supports both you as an advice firm and your client’s end-to-end journey, through its core functionality as well as integrations with third-party tools.
A one stop shop for business management
intelliflo office is the most comprehensive end-to-end cloud-based business management system in the UK financial services market. It gives you the power to manage all of your client and provider data within a single technology ecosystem, and align it to your service proposition. This enables you to:
Become a streamlined and efficient firm
Manage risks more effectively
Build a better business
Designed by advisors to fit your needs
Using intelliflo office generates efficiencies and saves you time by viewing accurate funds under management (FUM) without having to contact providers. You can easily reconcile fees, check on valuations, policies and client plans. You’ll only have to key in data once before using it for a variety of purposes.
How this could benefit you
It was originally designed by advisers and those with extensive industry experience. They knew then what they wanted the solution to do for you and your clients, while making it as easy to use as possible.
Share, confirm and submit documents
Minimising processing time and reducing servicing costs.
Access real-time valuations
Value your client’s holdings with automated portfolio valuation updates.
Collect data from multiple sources
Enable accurate and cross-referenced reporting
Improve MI quality
Have more confidence in your data to drive decision-making
Streamline your data entry
Increase the rate of accuracy and reduce data entry errors
Automate income reconciliation
Give clients a more consistent, engaging experience
Insights for you
intelliflo’s eAdviser Index showcases how our software empowers financial firms with improved performance. It highlights the superior performance of advice firms that have fully embedded technology into their advice process.
The intelliflo store – the power of Open APIs
Our store provides you with best-of-breed, open architecture solutions. It gives you the power to work with the tools you want and build the solution that you and your clients need.
Learn with us
Discover the learning and sharing potential of our online community, intelliflo connect. Available 24/7, intelliflo connect gives you access to a whole host of resources to support and help you learn more.
Streamline your business
We’ll have you up and running in no time. You can trust intelliflo to take care of your data migration needs and make your full technology transition as smooth and effortless as possible. We provide personalised onboarding support to set up and configure our solution to your unique needs.