Intelliflo is the provider of leading financial CRM software Intelligent Office, enabling financial advisory firms unrivalled functionality to deliver tangible benefits and subsequent savings to your business.
What’s more, Intelligent Office is trusted by over 2,122 leading advisory firms and unlike some other business management systems, your client data remains your property so you can access and download it whenever and wherever you like.
We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based financial adviser CRM software to help our clients compete and win within an ever changing financial services market.
Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients.
Since Aspira Corporate Solutions moved to Intelligent Office, they have reaped many benefits.
The ability for a client to see all their financial goings on in one place, that can't be underestimated. The efficiency of a client and an advisor being able to update information onsite or at any stage, which feeds directly into the back office systems, fantastic. In terms of cost saving, that's immense. The ability to use the portal for messaging, data protection, fantastic, so that's a winner. The ability then to review through that process, to deliver documents, but also to review through the financial planning tools online can't be under estimated.
Andrew Chidgey | Operations Director | Aspira Corporate Solutions