Analyse the client's financial status

Once you have all of the information you need, it’s time to analyse it, to prepare for building and developing the plan. intelliflo office provides several tools to help you gauge your client’s attitude to risk and conduct thorough research into the right funds.

  • Strengthen client relationships

Instantly engage clients with side-by-side graphs that show the impact different scenarios have on their plan. Give clients the power to make confident, informed decisions.

  • Minimise compliance burden

Provide consistent advice by managing all clients on one cashflow modelling system, minimise errors through a single point of data entry, and trust in the transparency of the audit trail.

 

  • Maximise fees and profitability

Transform meetings, uncover new revenue opportunities, boost efficiency and put cashflow modelling where it should be – at the heart of every client relationship. Profitability by client is also reportable.

Easily determine your client’s attitude to risk

If you and your client choose to do so, attitude to risk and capacity for loss questionnaires can be completed digitally, via the client portal, removing the need for paper forms. Doing this virtually saves around half an hour versus gathering the data in a traditional way. Once complete, your clients’ questionnaires are then stored in the online client record.

Research and compare products with ease

With quick access to data on individual funds across the whole of the market at your fingertips, managing fund information and producing factsheets and illustrative charts for your clients, within intelliflo office has never been easier.

Generate real-time quotes and illustrations

Real time quotation data seamlessly pre-populates and saves against your client record, and documents are automatically stored. Our streamlined integrations with partners including Assureweb, Parmenion, Protection Platform, Synaptic and Twenty7tec, save you time sourcing quotes externally. Completely eliminating the need to manually scan, print and upload quotes.

Efficiently manage fees, charges and income

From configuring your income settings, collecting provider statements and cash receipts, to processing income and closing month end, intelliflo office does all the heavy lifting. Making it easy to collate associated portfolio charges and costs, and supply a statement to your clients.

A short demo from our team

Enhance your client experience through our integrations

Easily assess client financial vulnerability

  • Consistently and objectively identify and support financially vulnerable clients.
  • Utilises a clinically backed assessment process which flags vulnerable clients according to FCA guidelines.
  • Guidance on what to do next, alongside a clear audit trail and report, saved against the client record.

Next stage: Advising

Develop and present the financial plan

Next step