The UK's #1 choice for financial advisers
intelliflo office does much more than give your clients access to your services online. It streamlines your entire advice process, giving you the time you need to focus on your client relationships.
One powerful solution to drive your business forward
Engage your clients in financial planning
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.
Test, plan and forecast with integrated cashflow modelling
Designed by financial 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.
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.
Efficiently manage fees, charges and income
Office management made easy. 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 whilst enabling you to focus on key income reporting. Automatic aggregation of associated portfolio costs and charges also enables you to easy to collate this information and supply a statement to your clients.
