Establish the client relationship

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.

Personalised client engagement

  • Engage with your entire client base at any time, 24/7
  • Maximise client access and engagement on all devices
  • Clients can easily access their financial information and the value you’re adding

Support your compliance and reporting needs

  • Discuss and share information confidentially
  • All documents automatically saved and stored securely
  • Share, confirm and submit documents online on the same day

Drive efficiencies and grow your business

  • Minimise processing time and reduce servicing costs
  • Free up more time to spend advising and growing your business
  • Create an enriched and personalised client experience, with seamless two-way data integrations from intelliflo office

Faster, safer and more efficient two-way engagement

 

intelliflo’s 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 factfinding, to secure virtual meetings and paperless document sharing, our customisable white-labelled client portal provides an efficient and engaging client 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.

Enhance your client experience through our integrations

Safe and interactive two-way engagement

  • Glia allows you to 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.

Aveni Assist

  • A GPT-powered AI assistant that delivers unprecedented support to financial advisers.
  • Auto-generated suitability reports based on relevant information automatically extracted from the call.
  • Generate detailed client communications with agreed actions, and update your CRM within minutes of completing the call.
  • Transparent and direct referencing to the original call transcript.
  • A comprehensive accurate account of calls to meet regulatory requirements under Consumer Duty.

Open Banking

  • Seamlessly connect with banking accounts.
  • 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.

Next stage: Planning

Collect client information and goals

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