Intelliflo Planning Software

Intelliflo Platform Overview

Intelliflo is a comprehensive adviser practice management platform used by financial adviser firms globally. The platform provides integrated tools for client relationship management, paraplanning, portfolio management and practice operations.

Intelliflo capabilities

Felcorp's Intelliflo capability is available across these service delivery areas:

• Adviser Admin Services
• Financial Planning Outsourcing

Expertise across Intelliflo

Our Intelliflo teams support the full breadth of the platform, including:

• Client relationship management: Client record setup, contact management and document storage
• Paraplanning and case management: Case file preparation, fact finding, advice memo drafting and client communication
• Portfolio administration: Portfolio setup, rebalancing instructions and investment tracking
• Practice operations: Staff management, client pipeline tracking and practice performance reporting
• Reporting and analytics: Client reporting, AUM tracking and compliance reporting

Service delivery across Intelliflo

Our Intelliflo support is structured around adviser practice workflows. We can support adviser teams across multiple service models, from full-service paraplanning outsourcing through to back office administration and compliance support.

Our offshore teams are trained across the full Intelliflo platform, including both standard and custom functionality. We work with adviser practices to understand their specific Intelliflo configuration and delivery model, ensuring our support is aligned with their business processes and client service standards.

Team capability and seniority

Our Intelliflo teams include paraplanners and administrators working across multiple seniority levels. You can build your team across entry, mid and senior paraplanning roles, or mix and match junior, intermediate and senior administrator profiles depending on your case complexity, adviser coverage model and service delivery requirements.

Technology and integration

Our Intelliflo teams are experienced working across multiple data providers, platforms and data integrations. We understand how Intelliflo connects to third-party services and can manage workflows involving data feeds from external providers, platforms and data sources.

Getting started

To learn more about Intelliflo support at Felcorp, contact your account manager or reach out to our support team.

Written by Tobias Fellas, Founder & CEO at Felcorp Support.