Streamline your business with intelliflo
We’ll have you up and running in no time. Our systems are ready to configure right away – no complex builds, software installs or hardware to worry about.
Trust us with your tech transition
You can trust intelliflo to take care of your data migration needs and make your full technology transition as smooth and effortless as possible. Our expert team has completed migrations from all main back-office suppliers, and have both unmatched experience and a track record of success.
Why this could benefit you
We provide personalised onboarding support to set up and configure our solution to your unique needs. We’re here to help you succeed. In addition, from the moment you start using intelliflo office, you can make use of intelliflo connect, your online community, available 24/7 to support you, helping you learn and interact with us and your peers.
How intelliflo keeps things simple
We understand that moving to a new technology platform can feel daunting. That’s why we’ve designed our solutions to make it as painless as possible.
Automated data feeds
Ensures accuracy of data transfer and saves valuable time.
Cashflow capabilities
Enables your advisers to go from fact finding to cashflow modelling and scenario planning in just minutes.
Access real-time valuations
These make it simple to value your clients’ holdings with automated portfolio population.
Stay up to date
intelliflo office is a multi-tenant SaaS solution, meaning that all updates are automatically available without the need to reconfigure anything.
Enhance your digital services
Open up a world of possibilities for your clients with our personal finance portal (PFP). Gain access to a client portal and delivery system via webchat and calls.
Outstanding data security
Your clients’ data security is our top priority. intelliflo office is ISO 27001 certified for protection, safety and validation.
Centralised solution
Streamline your workload management, boost efficiency and track and optimise your operations with ease. Perfect for busy administrators looking to stay ahead of the game.