Client portal
Elevating client engagement
Seamlessly integrated into intelliflo office, as standard, our secure client portal gives your clients clarity, control, and confidence in their financial future with a personalised digital experience that works on any device.
Drive better client engagement
at no extra cost
Actfaster and safer
Empower your team and clients with a secure, shared portal that enables real-time communication and collaboration, anytime, on any device.
Aggregateclient finances
Combine data from intelliflo office, cashflow models, and linked accounts into one central view.
Maximise access onall devices
Let clients update fact finds and view valuations easily with our mobile-ready Progressive Web App.
Save time andcut costs
Automate onboarding and document sharing to reduce admin and speed up approvals.
Staycompliant
Built-in audit trails and secure storage simplify Consumer Duty, MiFID II, and GDPR obligations.
Includedas standard
Integrated with intelliflo office at no extra cost, customise your portal with your firm’s identity to grow your business and reinforce your brand.
A secure space for financial clarity
In today’s digital world, clients require real-time access, personalised insights, and seamless digital experiences.
The intelliflo client portal delivers just that: a secure, branded hub that centralises communication, financial data, and planning tools.
Fully integrated with our financial advice software, it simplifies onboarding, fact-finding and KYC, whilst supporting Consumer Duty compliance.
Know your clients inside out
KYC
Streamlined fact-finding
Empower clients to update their own data anytime through the secure client portal, reducing admin and improving accuracy.
KYC
Digital risk profiling
Complete risk and capacity for loss questionnaires online or collaboratively via co-browsing, stored securely online.
KYC
Effortless data collection
With our financial forecasting software , clients can record and turn their financial details into simple, clear graphs.
KYC
Customisable client templates
Build bespoke templates and campaigns directly within intelliflo office, display them as widgets on the client portal.
KYC
AI-enhanced client engagement
Use AI to capture and analyse client interactions – improving both face-to-face and digital engagement.
KYC
Always-on client communications
Share updates, regulatory changes, and reminders directly via the client portal, to keep clients informed and connected.
“I was able to engage with the system right away and I immediately recognised the absolute key for me was the client portal – this has effectively become my fact find.”
Experience smarter, digital client engagement
Discover what’s possible with client portal apps
intelliflo video
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Instant access to product and educational content
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Deepen client understanding and engagement
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Share on-demand videos for informed decisions
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Support Consumer Duty with meaningful interactions
intelliflo IQ
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AI-powered engagement assistant
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Capture, review, and replay client discussions
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Automatically generate client-ready documents
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Reduce cost-to-serve by up to 85%
“Clients expect to interact with things at their own convenience and at a time that works for them. They want to see and feel what’s happening now, as opposed to getting an update every six to 12 months. And they want information to be presented to them in a user-friendly way.
The client portal allows us to do all this, supporting stronger client relationships and improving engagement.”
Ready to transform your client relationships?
Speak to one of our team to see how intelliflo’s financial advice CRM and client portal work together to power smarter client engagement.