top of page

We've been officially certified as an intelliflo Partner to assist firms with Intelliflo Office

Jigsaw Tree are pleased to announce that we are the first to be certified as an official intelliflo Partner.

What does that mean for your business? As an official intelliflo Partner, we have been assessed and certified to provide support and consultation for any additional training, consultation or outsourcing your business may need with intelliflo office. That means you can be sure all of our consultants have the highest level of expertise and experience to help you get the maximum value from your subscriptions, drive efficiency in your business and improve your eAdviser index score. Our service will;

  • Help with onboarding and/or configuration of your new or existing intelliflo office technology.

  • Support with advice flows, data management, document designer, income and valuations.

  • Improve staff knowledge through tailored training to increase adoption, usage and conformity.

  • Provide additional ongoing administration such as reconciliation support to free up time.

For more information please visit Intelliflo's website. If you're a current intelliflo customer and need some help, or you're switching to intelliflo office in the near future, we'd love to hear from you. Simply click complete our contact form and we'll get in touch to discuss your requirements and our service.


bottom of page