Explore intelliflo office

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.

Let Katie, our Senior Solutions Consultant take you on a tour:

Built as a seamless two-way experience between intelliflo office and the personal finance portal, intelliflo video provides your clients with a ‘digital library pass’ to product-focussed and educational online content.

Looking for a quick overview? Watch the video below.

Looking for a more in-depth tour?

James, our Senior Customer Solutions Manager shows you how easy it is to get started with intelliflo video below:

Paul Thomson-Clark or ‘TC’, our Director of Solutions, takes you on a tour through intelliflo office’s fact find section.

Interested in intelliflo office’s integrated cashflow modelling capabilities?

Our Senior Solutions Consultant, Katie, guides you through from the asset tree, to assumptions and on to cashflow graphs and forecasts.

Our financial forecast tool engages your clients with their life goals, produces beautiful graphs and gives them clarity on their financial future.

Our Senior Solutions Consultant, Katie, takes you through how the tool works:

Need to see the value of your client’s investments?

Our Solutions Consultant, Naomi, shows you how to make the most of the valuations section in intelliflo office:

Ready to develop the plan based on the information you’ve collected and analysed, along with the client’s goals?

The advice journey in intelliflo office guides you through the whole process, from the ‘Attitude to Risk‘ questionnaire, to comparing products and quotes, to producing the recommendation for your client.

Our Solutions Consultant, Katie, takes you on a tour:

Ready to put those plans into action?

Generate an illustration for your client in under two minutes. Go further and open an investment account on the SS&C Hubwise platform in just four.

Our Customer Solutions Manager, Tony, shows you how:

intelliflo zerokey removes the need to rekey client data by transferring the information you need directly from intelliflo office into third-party systems of your choice, including investment platforms such as Transact.

Looking for information on your clients ahead of reviews or need some information for regulator? Our fully configurable dashboards help you surface the data you need, efficiently.

‘TC’, our Director of Solutions, is back, this time for a tour through intelliflo’s dashboards:

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.

Let Katie, our Senior Solutions Consultant take you on a tour:

Our Solutions Consultant, Naomi, talks you through reconciling income in intelliflo office.