Develop and present the financial plan
Your research is complete, and the plan to achieve your client’s goals is prepared. It’s time to present the plan to the client. Good communication isn’t just about giving clients information and keeping them informed, it’s a two-way process, that requires intuitive, accessible tools that truly engage your clients in an efficient way.
Bring the financial plan to life
Within the familiar environment of intelliflo office you can track all of the valuable advice you provide, from the initial advice for a new client, to a full client review and any adhoc advice. All recommendations are recorded and included in suitability letters or key management information.
Document management with added peace of mind
intelliflo makes storing your documents and data in the cloud simple, safe and secure. Through intelliflo office you have access to our scalable and reliable storage infrastructure, meaning you’ll never have to back up files to your desktop or laptop again.
Meet compliance and regulatory demands
Discuss and share your recommendations and information confidently with your clients, safe in the knowledge that an audit trail and all documentation are automatically stored securely. Communicate with your clients at a time of their choosing, and in a format they’re comfortable with.
Intelligent document generation
With intelliflo’s Document Designer tool you can personalise the client journey by generating documents and suitability reports. It’s a toolkit of vital items that allows you to customise your own material. Use one of our pre-prepared templates or start with a totally blank template and create the perfect document from scratch.
Client-focussed recommendations
When using the recommendations as part of your advice journey within intelliflo office, you can record recommendations for all new existing and non-product advice being provided. The recommendation is then linked to the client’s goals and objectives, providing a complete picture of the advice provided, and its outcomes. Accepting and implementing a new recommendation will automatically update the client data with a new plan, top-up or withdrawal, saving you time and making you more efficient.
Presenting the plan
For virtual meetings, intelliflo’s client portal gives you and your clients a shared resource where you can communicate any time, from any device, to share your recommendations and present the financial plan, while offering your clients a bird’s eye view of their financial information and the value you’re adding.
Enhance your client experience through our integrations
Fast, compliant electronic agreements
- No more waiting around to receive, sign and re-send documents.
- Instant electronic signatures.
- Lower operating costs, reduced errors and a superior client experience.
- Automatically stores documents against their client record in intelliflo office, with a digital audit trail.
