The financial advice sector is changing. More and more consumers are demanding access to products and services online, whenever and wherever they need it. So how can successful firms evolve to keep step with these changing needs?
Free up time to focus on your business
Managing a business is hard work – but intelliflo office can save you time, money and stress.
Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers.
Accessible from anywhere, any time, this office management software takes the legwork out of management, improves the client experience and allows you to focus your efforts on your advice.
Streamline the advice process
As well as providing clients with easy online access to your services, intelliflo office lets you streamline the entire advice process, giving you more time to focus on your client relationships.