intelliflo office: powering the core of advisory experiences
intelliflo office simplifies processes, improves efficiency, and saves you time. The results are clear: firms like yours could generate up to 105% more revenue and manage 86% greater assets under advice.
Tailored for financial advisers, it’s the ultimate all-in-one solution to elevate how your firm operates.
Easily reconcile fees, check on valuations, policies, and client plans. Key in data once and use it for a variety of purposes. View a client’s history, with information categorised and sub categorised – and all at the click of a button.
Scale your business at your own pace by starting with automating client data feeds and income reconciliations. As you grow, effortlessly incorporate our top-tier integrations to meet the evolving needs of your business and clients.
Securely share financial information with clients, provide up-to-date portfolio valuations, and ensure clear visibility of their net worth. An automatic audit trail offers peace of mind, with the white-label portal showcasing your brand.
An integrated eco-system, supporting the entire client advice journey
Establish the client relationship
From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate any time, on any device.
- Builds closer client relationships
- Supports compliance and reporting needs
- Faster, safer, more efficient engagement
Collect client information and goals
Provide a holistic picture of clients’ financial status with intelliflo’s powerful integrated cashflow modelling tool. Minimise the compliance burden and provide consistent advice by managing all clients on a single cashflow modelling system
- Enable your clients to self-serve
- Link supported accounts and credit cards through open banking
- Insightful cashflow modelling
Analyse the client’s financial status
Time to build and develop the plan. Easily determine your client’s attitude to risk via our digital questionnaire. Real-time quotations seamlessly pre-populate against the client record and documents are automatically stored.
- Save time with virtual attitude to risk questionnaires
- Research and compare products with ease
- Efficiently manage fees, charges and income
Develop and present the plan
Bring the financial plan to life. Within the familiar environment of intelliflo office you can track all of the valuable advice you provide. All documents and data, including your recommendations are automatically recorded in the client record and stored safely in the cloud.
- Document management with added peace of mind
- Meet compliance and regulatory demands with a secure audit trail
- Built-in document designer tool, equipped with templates
Implement the financial plan
Key less. Do more with wealthlink. Now you can action clients plans via a fully featured investment platform without ever leaving intelliflo office, and needing to log into a platform.
- An end to rekeying
- Better outcomes for everyone
- Built with suitability in mind
Review and service existing clients
Preparing for a client review? Our business intelligence tool provides you with a set of ‘out of the box’ dashboards that support you with a variety of key management information. Communicate with client as and when suits them, via our intuitive client portal.
Our intuitive client portal boosts engagement by providing a way to communicate with clients securely in a manners to suit them
- Intuitive configurable dashboards
- Intelligent document generation
- An engaging client portal
wealthlink: key less, do more.
wealthlink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.
The transformative power of technology
Our eAdviser index demonstrates the positive impact that embedding integrated technology into your firm, has on the advice process. The more features of intelliflo office adopted by the firm, the deeper the benefits received.
Don’t just take our word for it. Firms who maximise use of intelliflo technology:
- Generate 105% more revenue
- Achieve 119% more ongoing revenue
- Manage 86% more assets under advice
- Assist 39% more clients
Customer success stories
intelliflo office features
intelliflo office has a host of features that make life easier for you and your staff.
Planning capabilities
Our cashflow modelling capabilities let you build, stress-test and adapt client plans with minimal effort.
intelliflo store
Access the tools you need to integrate with intelliflo office from various industry-leading providers.