Portfolio valuations
Automated valuations that work while you do
With intelliflo office, get valuations from leading providers – ad-hoc, scheduled, or in bulk. Access real-time investment data, generate client-ready reports instantly, and boost efficiency across your business.
Valuations that keep your
clients informed
Real-timevaluations
Instantly access up-to-date valuations, including value and unit breakdowns for each fund, providing a clear picture of your client’s portfolio.
Effortlessvaluation setup
Configure app-based, bulk, or live valuations that flow straight into your financial advice CRM for instant reporting.
Automatedscheduling
Set valuations to run automatically, even overnight, ensuring your data is always current.
Bulk updatesmade simple
Process multiple client plans in one go with minimal effort using our automated portfolio management software tools.
OpenAPI connectivity
Our open API ecosystem allows providers to send valuations directly through integrated apps in the intelliflo store.
On-demandclient engagement
Empower clients to self-serve and view their portfolios anytime, with built-in transparency and daily updates.
“We also love intelliflo offices’ real time and scheduled valuations. We no longer phone the majority of providers for valuations and instead receive them electronically in a bulk upload either daily or weekly – another significant time saving.”
Real-time client insights
The integrated client portal within intelliflo office transforms how you share portfolio information.
Reduce admin, postage, and printing costs while enhancing transparency and client experience.
Your clients gain secure 24/7 access to their portfolios, real-time valuations, and total net worth, all powered by seamless data feeds from leading providers.
Valuation data feeds
Through the intelliflo store you can install data feed apps from over 40 different providers, to provide accurate and up-to-date portfolio valuations across your investments.
Browse the wealth of valuation data feed apps available using the directory below.
“Now this information is in intelliflo office, it automatically populates the appropriate plans section, ensuring client valuation are always up-to-date.”
Ready to transform your portfolio management?
Speak to one of our team to see how intelliflo office simplifies valuations and strengthens client data and relationships.