intelliflo office: Financial Advice Practice Management
intelliflo office helps financial advisory firms manage the advice journey. It supports firms looking to digitize document sharing and automate valuation tracking.
At a glance
- Category
- Finance & Accounting
- Best for
- Financial Advisors, Financial Advisory Firms, Wealth Management Firms
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Client Onboarding, Financial Plan Development, Regulatory Compliance, Portfolio Maintenance
- Official website
- intelliflo.com
intelliflo office is a practice management suite designed for financial advice professionals in the UK and Australia. It serves as a hub for managing client relationships, financial planning, and regulatory compliance.
The platform is built for financial advisors and wealth management firms. It supports workflows from initial onboarding and fact-finding through to the implementation and review of financial plans.
Capabilities include a white-labelled client portal for secure document sharing and virtual meetings, and tools for risk profiling and product research. The software includes an AI assistant, intelliflo IQ, which is designed to support operational efficiency.
Buyers should confirm how the platform's focus on the UK and Australian markets aligns with their regional regulatory requirements and whether the available integrations meet their tech stack needs.
Key Features
A secure, white-labelled digital environment for virtual meetings and paperless document sharing with clients.
Tools for creating visual cashflow models with side-by-side scenario graphs and open banking links.
An AI assistant designed to help reduce cost-to-serve and support adviser productivity.
Integrated tools to assess client risk levels as part of the financial planning process.
Supports the automatic retrieval of investment valuations from providers in bulk or on a schedule.
Tools to automate processes, track deadlines, and manage client tasks.
Features for configuring fee settings and importing statements to support month-end closing.
Use Cases
Using the client portal to collect initial information and conduct secure virtual meetings.
Combining risk profiling, product research, and cashflow modelling to build client plans.
Using automated document storage and tracking to support internal audits and regulatory reporting.
Managing investment plan updates and valuations through wealthlink to reduce the need for multiple platform logins.
Best For
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
It is designed for financial advisors, advisory firms, and wealth management firms, primarily those operating in the UK and Australia.
The portal provides a secure, branded environment for virtual meetings, paperless document sharing, and client communication.
Yes, it includes intelliflo IQ, an AI assistant designed to help advisers increase productivity and lower the cost to serve clients.
Source category: Finance & Accounting
Source subcategory: Practice Management
