One powerful system to drive your business forward

Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your business management processes, improves efficiency, and most importantly; saves you time.

Whether you want to generate efficiencies, achieve growth plans, evolve for the future, give clients a more consistent and engaging experience, or have more confidence in your data – you’ re going to need the right technology to support you. intelliflo office is an award-winning business management solution that can do just that.

Making the complex simple

Because intelliflo office was designed by advisers, they put a lot of effort into making sure it was as easy to use as possible. They also knew exactly what they wanted the solution to do for you and your clients. That’ s why intelliflo office can help you:

● Share, confirm and submit documents making it simple to minimise processing time and reduce servicing costs.

● Access real-time valuations making it simple to value your clients’ holdings with automated portfolio population.

● Collect data from multiple areas making it simple to enable accurate and crossreferenced reporting.

● Improve the quality of your MI making it simple to have more confidence in your data to drive decision making.

● Streamline your data entry making it simple to increase the rate of accuracy and reduce data entry errors.

● Automate income reconciliation making it simple to give clients a more consistent, engaging experience.

Email our team to find out more about intelliflo office.

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March 2026 | 15