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office
Arrow
Free up time
to focus on
your business
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Essential navigation skills

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Working with leads

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Working with clients

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Working with the fact find

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Working with plans

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Cashflow modelling capabilities

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The advice journey

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Organising your workload

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Managing valuations

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Handling your income

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Discovering document designer

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Managing compliance

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Working with reports

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Mortgage & protection journey

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Employee benefits journey

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Creating UDMI reports

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29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

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30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.


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System administration

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Here you can explore our library of previous learning webinars helping you shape the way you use intelliflo office. The webinars are suitable for beginners of using intelliflo office and those wishing to refresh their knowledge, using best practice recommendations.

All of our on-demand webinars are split into sections and have a full menu so you can jump straight to the content you want or watch the whole recording.

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