One powerful solution to drive your business forward

Financial advice is changing. More and more clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to evolve and adapt to these changing needs.

Designed for financial advisors

Deep industry experience goes into our award-winning financial software that’s tailored to the real needs of advice professionals.

Extensive and adaptable

The most capable financial software system in its class is also the most flexible, scaling and adapting to fit your firm.

Powering life-changing advice

intelliflo office forms the beating heart of over 2,500 financial advisory firms, helping them deliver for their clients when it matters.

Streamline your advice process

intelliflo office does much more than give your clients access to your services online. It streamlines your entire advice process, giving you the time you need to focus on your client relationships. Reduce costs Make cost savings through more efficient, automated processes Reduce manual work Input your client’s data once, and use it for many purpose Remote access Enjoy remote access to intelliflo office 24/7 Scale as needed Scale to match the size of your business, today and tomorrow Save time Managing your entire advice process via one system Assemble vital tools Integrate the tools you use most via the intelliflo store

Features and functionality

Generate efficiencies and save time

View accurate FUM, without having to contact providers. Easily reconcile fees, check on valuations, policies, and client plans. Key in data once and use it for a variety of purposes. View a client’s history, with information categorised and sub-categorised – all at the click of a button.

Achieve your growth plans and evolve for the future

Scale the technical backbone of your business at a pace that’s right for you. Initially, you can simply automate client data feeds and income reconciliations. As your business grows, you can seamlessly incorporate any of the best of breed integrations, as and when your business needs them.

Give clients a consistent and engaging experience

View, discuss, and share financial information with clients securely. Provide them with up-to-date portfolio valuations and clear visibility of their net worth. Our automatic audit trail provides peace of mind, and the white-label function means that all your clients see is your own brand.