Intelliflo - Online adviser software

Onboarding services

Maximise your return on investment into
Intelligent Office by taking advantage of our industry leading onboarding service.


Transform your business with Intelliflo’s world class onboarding services

We recognise that changing business management technology or embedding it into your business for the first time can be a big commitment.

Designed to support you every step of the way, our onboarding service comprises a team of industry experts who’ll ensure every element of your transition to
Intelligent Office is seamless.

From comprehensive project planning and implementation through to the transfer of your database and training designed to get you up to speed, we’ll ensure you’re ‘business-ready’ in as short a time as possible.

Fill in the form below and a member of our team will call you back

The onboarding process - 9 steps to Intelligent Office
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Project management

We understand that large and enterprise organisations depend on seamless project management when implementing iO to ensure as little disruption to business as possible. That’s why we have a dedicated project management service which is fully transparent, providing you with:

  • Complete project oversight from our team of implementation professionals, whether face-to-face or by remote login

  • Comprehensive project planning detailing key mile stones and project completion dates

  • Weekly project reporting to both the project team and senior stakeholders within your business, highlighting any risks and issues to keep everything on track

Read the case study from Aspira on why they chose Intelligent Office here


Watch a client case study video from Aspira on just why they chose our onboarding services

Business & implementation consultancy services

Our Business & Implementation Consultancy Services Team are here to help you every step of the way, with a collective 90+ years of knowledge of both the industry and Intelligent Office. They’re:

  • Experts in business process design, helping you make the most of your investment and our experience of best practice
  • Up-to-date with regulatory changes
  • Specialists in adviser business models, helping you maximise the structure of your organisation and data management
  • Professionals in providing oversight of all configuration
  • Experts in ensuring a seamless transfer of knowledge to assigned iO champions within your team, ensuring you’ll always have internal resource with great Intelligent Office knowledge to draw upon
  • Available for up to 2 weeks after your account goes live and dedicated to ensuring a smooth handover to one of our Account Management professionals, who’ll provide you with the first class service and consistent point of contact going forward
  • Available to assist you with post ‘go-live’ data cleansing support
Data migration

When it comes to migrating your database to Intelligent Office (iO), our team of developers and data analysts are truly world class.

They’re experts at helping you with everything from validating, cleansing and optimising your data through to transferring it safely and securely to iO.

What’s more, our team has successfully migrated data from many different systems over the last 10 years. Since 2012, 1 million client records and 2 million client plans from Adviser Office & IRESS XPLAN have been successfully transferred. So rest assured you’ll be in capable hands – see the table below.

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Alan Moran of Interface Financial Planning talks about his experience of the data migration process

Training

Our Training Team have in-depth knowledge of Intelligent Office and are the ‘go to’ experts for helping you identify your training requirements, with a collective 145 years of financial services and training experience combined.

Working closely with our Project Management Team and Business & Implementation Consultants, they can:

  • Tailor training to your needs, both on and off-site
  • Schedule your training requirements in your project plan, whilst minimising disruption to your business and ensuring that your training requirements are met
  • Train a trainer – that’s training a member of your team to become an iO expert, so they in turn can train other members of your team
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Support

To ensure you get off to a flying start, we’ll provide you with access to a dedicated support specialist for the first 2 weeks after going live on iO.

Thereafter, you’ll have access to our wider Support Team and your dedicated Account Manager to support you whenever you require.

We ask our clients to score the level of support they received for every case that we close.

The average is 4.6 out of 5.

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