office

One powerful system to
drive your business forward

The financial advice sector is always evolving. New technologies are advancing the industry and consumers are rethinking their approach to the client-advisor relationship. More and more consumers are demanding access to products and services online, whenever and wherever they need it. And innovative financial services technologies are making it even easier for consumers to stay informed about their full financial landscape. So how can successful firms evolve to keep step with these ever-evolving changes?

Introducing intelliflo office

Designed for financial advisors, intelliflo office is a comprehensive and flexible business management solution that simplifies your business, improves efficiency, and saves you time to focus on what matters, your clients. We support more than 30,000 advisors, representing over 3 million end-investors with over $1 trillion in assets. Join intelliflo and grow with us.

Currently available to select enterprise customers with broad market launch in 2023.

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What's in it for you?

Generate efficiencies and save time

intelliflo offers a one-stop data source used for a variety of purposes. Eliminate 'swivel chair' with consolidated views. View a client’s history, with information categorized and sub categorized – and all at the click of a button.

Grow and evolve for the future

As your business grows, you can select and seamlessly incorporate any of the best of breed integrations, as and when your business needs them.

Give advisors and clients a more consistent and engaging experience Securely view

Securely view, discuss, and share financial information with clients. Provide clients with up-to-date portfolio valuations, and clear visibility of their net worth. Advisors and clients are one team.

Why intelliflo?

  • More time for advisors to focus on clients and prospects
  • Less 'swivel chair' through consolidated views
  • More digitization and customization for the experience advisors and clients expect
  • More efficient home offices with tightly integrated front, middle and back office workflows
  • Innovative, web-based business management system to future-proof your investment
  • Fully open architecture across asset managers, business partners and other technology vendors
  • A truly global solution available in the US, UK and Australia

Download our factsheet for additional details on the top reasons to select intelliflo office.

Download our brochure for a deeper dive on how to drive your business forward with one powerful system.

Extending
intelliflo office

Build it your way

Our open architecture lets you select and seamlessly integrate the tools your business needs

Open API

Our Open API (Application Programming Interface) securely opens up intelliflo office to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps.

intelliflo office offers end-to-end business support from client engagement to management. By providing all of these capabilities, you can spend more time on what really matters, your clients.

See intelliflo office in action by submitting a demo request today. We'll give you a closer look at our business management solution, designed for financial advisors, through a customized conversation.

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