About the provider
intelliflo office is a comprehensive yet intuitive, industry-leading business management system, designed for financial advice firms of all sizes.
With the financial advice sector constantly evolving, and with more and more consumers requiring access to products and services online, whenever and wherever they need it, successful firms need to evolve to keep step with these changing needs. This is where intelliflo office can help save you time, money and stress.
Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for you. Accessible from anywhere and at any-time, intelliflo office takes the legwork out of management, helps deliver business efficiencies, enables you to achieve growth plans and evolve for the future, improves the client experience, and allows you to focus your efforts on your advice.
Plus, intelliflo office's open architecture also enables you to build your business management software your way, by enabling you to integrate with the tools you need.
