Incomemanagement
Manage income with effortless accuracy
With intelliflo office’s income management tools, you can configure settings, import provider statements, and close month-end faster, all within one powerful solution.
Taking control of income,
automating the rest
Fasterfee management
Apply fees quickly using pre-set models for consistent, accurate reporting.
Automatedincome reconciliation
Match income and fees automatically to save time and reduce manual input.
Streamlinedportfolio cost aggregation
Simplify cost and charge reporting for improved transparency and compliance.
Bulkstatement imports
Import multiple provider statements at once to accelerate income allocation and reduce admin time.
Efficientmonth-end processing
Configure, reconcile, and close each month smoothly with automated workflows.
Compliant statementsvia client portal
Share client statements securely through the client portal to meet regulations and enhance client experience.
Built-in income dashboards
Accurate income and fee reconciliation is vital for regulatory confidence and financial clarity.
intelliflo office includes comprehensive income management dashboards, giving you reliable reporting, transparent oversight, and full integration with your financial advice CRM.
Work your way with a host of integrated apps
Income data feeds
Through the intelliflo store you can browse and install apps from a whole host of partners, each one built to seamlessly integrate with intelliflo office and make you working day better.
Search the wealth of income feed apps available using the directory below.
Ready to optimise your income management?
Speak to one of our team to see how our income management software can simplify your day-to-day operations, and strengthen your business.