Connect your wider business ecosystem seamlessly with our powerful Intelliflo Office Integration.

Every crucial detail is securely transferred, including client personal information, address history, employment and income data, expenditure, assets, and dependants. It even syncs complex data like product details (such as term, rate, and provider), vulnerability reports, and document files, ensuring both systems are perfectly aligned.

This effortless, one-click synchronisation saves your firm countless hours of manual admin, giving you back the time to focus on growth. (Please note: an existing Intelliflo license must be purchased separately to use this feature).