Collect client information and goals

intelliflo office makes collecting and combining client information easy, with a client portal designed to engage your clients. Intuitive and accessible, the client portal enables clients to provide all of the key information and documentation, and stores it in a secure environment.

  • Enable your clients

intelliflo’s client portal breaks down the information required into bite-sized chunks, helping encourage clients to complete it. You can further improve accuracy by linking to third-party tools, reducing rekeying and improving accuracy.

  • Provide a holistic picture of clients’ financial status

With Open Banking, your clients can link supported bank accounts, credit cards and savings accounts, to show you up-to-date account balances. Plus, it enables your clients to use their account transaction data to automatically fill out their income and expenditure for accurate fact finding.

 

  • Powerful, integrated cashflow modelling

Minimise the compliance burden and provide consistent advice by managing all of your clients on one cashflow modelling system. Minimise errors through a single point of data entry and build trust in the transparency of the audit trail.

Get to know your clients, inside out

Enhance the fact find process using the client portal, allowing the client to securely populate, add to, or amend their own data. The client portal is designed to make the process as easy as possible, for instance, enabling clients to scan and upload images of ID documents.

Integrated cashflow modelling

Designed by advisers and paraplanners, intelliflo’s integrated cashflow modelling can be used with every client, no matter how simple or complex their planning needs, to help empower their financial life choices and experience the benefits of your business. Intuitive to use and easy to share, it’s packed with useful insights.

Quickly build, stress-test and adapt plans

Easily demonstrate the value of your advice, by showing powerful graphs that illustrate how different decisions impact the plan. With unlimited scenario planning, you can compare the impact of different strategies side-by-side inside the plan, completely transforming your client meetings. Firms who have adopted cashflow modelling report significant growth in fees per head, clients and referrals.

A short demo from our team

Enhance your client experience through our integrations

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.

Next stage: Planning

Analyse the client’s financial status

Next step