Overview
Intelliflo office: a powerful solution to drive your advice firm forward
94% of advisers wish they could be more efficient. Imagine running your business through a single, powerful platform. intelliflo office makes it possible. Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your processes, improves efficiency, and saves you time.
Generate efficiencies and save time
- View accurate investment information without having to contact providers
- Easily reconcile fees, check valuations, update client plans
- Key in data once and use it for a variety of purposes
- View a client’s history and investment strategy all at the click of a button
Achieve growth plans and evolve for the future
- Scale and grow your business at a pace that is right for you
- Initially you may wish to just automate client data feeds and income reconciliations
- As you grow, you can easily select and seamlessly incorporate any of our best of breed integrations, as and when your business and clients need them
Give clients a more consistent and engaging experience
- Securely view, discuss and share financial information with your clients
- Provide up-to-date portfolio valuations, and clear visibility of their net worth
- Automatic audit trail provides peace of mind, and our white-label integrated client portal ensures all your clients see is your own brand
How to add the Protection Platform into Intelliflo
Join our demo
Join our 30 minute demo held every Tuesday and Thursday, where our experts will guide you step-by-step through The Protection Platform explaining how it works and answering any questions you may have.
