Client portal - Securely grow your client relationships
intelliflo’s client portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their financial information and the value you’re adding.
Faster, safer and more efficient two-way management
intelliflo’s intuitive client portal is more than just a ‘portal’ – it’s a modern, personalised extension of your advice process, accessible as a web app at any time, and from any device.
From onboarding and fact finding, to secure virtual meetings and paperless document sharing, our customisable white-labelled client portal provides an efficient and engaging advice experience.
Fully integrated with intelliflo office as standard, our client portal can help you:
Act faster, safer and more efficiently
Fully integrated with intelliflo office, intelliflo’s client portal gives you and your clients a secure shared resource where you can communicate any time, from any device.
Aggregate your clients’ finances
Provide your clients with a holistic financial overview by combining data stored in intelliflo office with their cashflow information, bank accounts and credit cards to create a single, centralised hub of secure data.
Maximise client access on all devices
intelliflo’s intuitive client portal enables your clients to review and self-serve their portfolio at the touch of a button, from populating their own fact find data to getting updated product valuations. Thanks to the Progressive Web App, you and your clients can engage seamlessly on any device with a web browser.
Save time and cut costs
Save time at the outset of a new client relationship by automatically pulling bank account information into the intelliflo office fact find. A client portal also enables you to share, sign and return documents online on the same day, minimising processing time.
Meet compliance and regulatory demands
Our client portal helps you stay on the right side of regulations including Consumer Duty, MiFID II and GDPR. All actions are backed up by an audit trail and all documentation is automatically stored securely.
Grow your business and reinforce your brand
Merged client data from intelliflo office and intelliflo’s client portal can provide a cost-effective marketing and communication mechanism to engage your clients en masse. The white-labelled portal allows you to apply your logo and firm colours throughout for consistency.
“Clients expect to interact with things at their own convenience and at a time that works for them. They want to see and feel what’s happening now, as opposed to getting an update every six to 12 months. And they want information to be presented to them in a user-friendly way. The client portal allows us to do all this, supporting stronger client relationships and improving engagement.”
Jeff Lange
CEO, The Financial Advice Service (TFAS)
Enhance your client experience through our integrations
Safe and interactive two-way digital client engagement
- Glia allows you meet via video, text chat and audio. Discuss and share documents such as portfolio valuations in a secure environment.
- Automatically record all conversations, including files shared, providing you with a full and easily accessible audit trail of all client conversations and meetings.
- A modern way to engage with clients in a time-efficient, cost-effective and full compliant manner.
Fast, compliant electronic agreements
- No more waiting around to receive, sign and re-send documents. Instant electronic signatures.
- Lower operating costs, reduced errors and a superior client experience
- Automatically stores documents against their client record in intelliflo office, with a digital audit trail.
Seamlessly connect with banking accounts
- Our Open Banking app provides a comprehensive overview of your clients’ investments, savings and accounts through an authenticated, streamlined journey.
- Enables easier identification of ‘held-away’ assets.
- Provides accurate figures for the initial fact find, avoiding the pain of going through bank statements.
Financial forecasting
- Financial Forecast is a visually impactful, client-focussed app that has been specifically designed to engage your clients with their life goals.
- Turn your clients’ financial details into beautifully simple graphs that give clarity to their long-term financial plans.
- Clients can try out “what if” scenarios, such as early retirement, market dips and large expenditures, to see how these might affect their financial outlook.