intelliflo office
by intelliflo · Wealth and investment platforms · London, United Kingdom
End-to-end advice software: CRM, fact find, advice journeys, document and workflow management.
What intelliflo office does
- Client relationship management and workflows
- Cashflow modelling with scenario analysis
- Digital risk profiling
- Product research and comparison
- Automated document generation and storage
- Client portal with secure communication
- Income and fee management with EDI integration
- Real-time investment valuations
- Activity tracking and task management
- Open architecture with 140+ integrations
What intelliflo office is used for
- Share a secure client portal
- Model client cashflow and forecasts
- Produce client recommendations through the advice journey
- Transfer client data into third-party systems
- Build configurable dashboards of client data
Who intelliflo office is for
- Independent financial advisers
- IFA firms
About intelliflo
Financial advice software and tools for IFAs, covering CRM, cashflow modelling, document management, client portal and AI assistance.
intelliflo in the vendor registry: its products, features and similar vendors.
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