Document management
Document management software designed for financial planning
Generate professional, compliant branded reports and share securely with document management software that streamlines workflows, builds client trust and reduces costs.
Engaging documents built
for planning, designed for clients
Intelligentdocument generation
Create tailored client communications. Customise templates with branding, imagery, and live client data for professional, consistent outputs.
Enhanced clientportfolio reporting
Present financial plans with clear, modern visuals that improve understanding, while reducing the need for external reporting tools.
Securecloud-based management
Access and store documents safely from anywhere with enterprise-grade encryption, automatic backups, and full disaster recovery.
Integratedclient collaboration
Share, e-sign, and return documents instantly through our secure client portal to accelerate approvals and reduce servicing time.
Seamlesselectronic signatures
Capture e-signatures in minutes and automatically store completed documents for easy audit and compliance.
Clear communications thatbuilds trust
Deliver timely, transparent reports that help clients make informed decisions and strengthen long-term relationships.
Smarter documents, enhanced experiences
With intelliflo office’s document generation and management tools, you can streamline your entire reporting process, enhance client understanding, and reduce reliance on third-party systems.
The result? More time to focus on building relationships and delivering value.
Deliver personalised, compliant, and engaging documents faster
DocuSign: e-signatures
- Fast, compliant electronic signatures that instantly deliver a smoother client experience
- Reduce errors and operating costs
- Automatically storing signed documents in intelliflo office with a full digital audit trail
Ready to build smarter documents?
Speak to one of our team to experience how our document management software streamlines the financial planning process from start to finish.