intelliflo office: a powerful solution to drive your advice firm forward
94% of advisers wish they could be more efficient. Imagine running your business through a single, powerful platform. intelliflo office makes it possible.
Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your processes, improves efficiency, and saves you time.
An integrated eco-system, supporting the entire client advice journey
Step 1: Establish
the client relationship
- Personalised client engagement
- Support your compliance and reporting needs
- Drive efficiencies and grow your business
Step 2: Collect
client information and goals
- Enable your clients to self-serve
- Provide a holistic picture of your client’s finances
- Powerful, integrated cashflow modelling
Step 3: Analyse
the client’s financial status
- Strengthen your client relationships
- Minimise compliance burden
- Maximise fees and firm productivity
Step 4: Develop
the plan
- Bring the financial plan to life
- Document management with added peace of mind
- Meet compliance and regulatory demands
Step 5: Implement
the plan through wealthlink
- An end to rekeying
- Better outcomes for everyone
- Suitability first
Step 6: Review
and service existing clients
- Intuitive, configurable dashboards
- Intelligent document generation
- An engaging digital experience
Generate efficiencies and save time
- View accurate investment information without having to contact providers
- Easily reconcile fees, check valuations, update client plans
- Key in data once and use it for a variety of purposes
- View a client’s history and investment strategy all at the click of a button
Achieve growth plans and evolve for the future
- Scale and grow your business at a pace that is right for you
- Initially you may wish to just automate client data feeds and income reconciliations
- As you grow, you can easily select and seamlessly incorporate any of our best of breed integrations, as and when your business and clients need them
Give clients a more consistent and engaging experience
- Securely view, discuss and share financial information with your clients
- Provide up-to-date portfolio valuations, and clear visibility of their net worth
- Automatic audit trail provides peace of mind, and our white-label integrated client portal ensures all your clients see is your own brand
Streamline your advice process
intelliflo office does 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.
- Reduce costs
Make cost savings through more efficient, automated processes.
- Remote access
Enjoy remote access to intelliflo office 24/7
- Save time
Managing your entire advice process via one system.
- Reduce manual work
Input your client’s data once, and use it for many purposes.
- Scale as needed
Scale to match the size of your business, today and tomorrow.
- Assemble vital tools
Integrate the tools you use most via the intelliflo store.