120Water
Compliance Management Software
<p>120Water is a specialized compliance management software designed to connect state agencies and utilities for managing water quality data, asset co
IntelliFlo streamlines financial advice and client management with integrated tools for onboarding, cashflow modeling, risk assessment, and investment implementation, helping advisory firms grow and enhance client engagement.
Main Demo Video
IntelliFlo offers a comprehensive financial planning platform designed primarily for advice firms in the UK. It enables you to manage the entire client journey from onboarding, fact-finding, and secure document sharing, to cashflow modeling and risk profiling. You can analyze client financial data, develop tailored plans, and implement investments all within a secure, compliant environment.
With IntelliFlo, you benefit from an integrated system that connects advisory processes seamlessly, reducing administrative work and enhancing client communication. Features like AI assistant IntelliFlo IQ, direct investment actions through wealthlink, and a wide range of integrations support your business growth and operational efficiency. The platform emphasizes compliance and data security while allowing you to deliver personalized advice and improved client experiences.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
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Main dashboard with project overview