High-performing investment portfolios
A vital component of your client’s overall financial plan.
Provide insight and understanding
By understanding your clients’ goals and attitudes to risk, you can create portfolios that meet their needs and risk tolerance level and help them achieve financial freedom. The primary objectives here are maximising returns, minimising risk, diversifying assets, preserving capital, and of course, being tax efficient.
Diversification
Clients seek to create a diversified portfolio of assets to mitigate risks. By spreading investments across different assets, industries, and geographic regions, clients can reduce the impact of market volatility on their portfolios.
Capital preservation
Clients also want to ensure their capital is preserved. This means they want to know their investments are safe, and the risk of loss is minimal. Capital preservation is essential for those nearing retirement or who are risk-averse.
Tax efficiency
Clients seek tax-efficient investment strategies to minimise their tax liabilities. Tax planning can help client reduce the amount of tax they pay on investment income and capital gains.
Tailored investments
Clients seek personalised investment advice tailored to their specific needs and objectives. Advisers need to understand client’s goals, risk tolerance, and investment preferences to create a portfolio that aligns with goals.
Streamlined portfolio management
With intelliflo office you can easily review your clients’ portfolio details, holdings, transaction history and performance across their entire practice.
intelliflo office
intelliflo office is a comprehensive, end-to-end web-based business management system for financial advisers. Manage your client data within a single technology ecosystem and align it to your service proposition.
Front, middle and back-office – all in one
A single system where you can seamlessly and efficiently manage your entire business.
Best of both worlds
Supports both advisory and engagement models.
Make admin simple
intelliflo office streamlines administration processes from initial fact find to new account opening and funding.
Future-proof your business
A system that continues to upgrade, improve and adapt to match constantly changing needs.
Scalability
intelliflo office works for any size of business or distribution model.
Showing clients your value
All information, correspondence and investment advice is stored against your client’s record in intelliflo office, giving you a complete audit trail and up-to-date information.
Why this could benefit you
Better yet, the Personal Finance Portal enables you to show your clients this data in real-time, giving them a clear demonstration of your value with complete administrative oversight of the entire process.
The value portfolio management brings
From investment growth to risk management, your clients can gain significant value from effective portfolio management, delivered using the right tools.
Investment growth and management
Clients want to grow their investments as much as possible, and need advisers who can help them identify high-return investment opportunities and manage their investments effectively. This may include diversification of their investment portfolios, investment planning, and risk management.
Tax planning
Clients need financial advice to help them minimise tax liability. This is particularly true for high-net-worth individuals who may be subject to higher tax rates.
Retirement planning
One of the primary reasons people seek financial advice is to prepare for retirement. intelliflo’s cashflow capability can easily show clients how much is enough for retirement.
Risk management
Clients need advisers who can help them identify and mitigate potential risks to their financial positions. This may include insurance planning, asset protection, and wealth transfer strategies. Attitude to risk functionality is available within intelliflo office either through an integrated partner or by configuring bespoke questionnaires, responses and matrices.
Our app store
intelliflo office features an app store with more than 100 apps, where integrated partners have built fund and research tools for portfolio modelling.
Why this could benefit you
Apps are becoming an integral part of the advice process to provide a true end-to-end solution and provide clients with an enhanced experience. Through our intelliflo store, advisers can view and install apps to extend intelliflo office’s capabilities, including platforms and third-party provider feeds, and powerful fund research and analysis tools.