One Four Nine Awarded ‘Best Use of Intelliflo Office Award’ at Intelliflo Conference
We are delighted to announce that One Four Nine have recently been awarded the ‘Best Use of Intelliflo Office Award’ at the Intelliflo Conference in June 2025!
Intelliflo, a comprehensive system designed to streamline operations, manage client data, and enhance the delivery of financial advice, is used by over 50% of all advice firms. Being recognised as the best firm for adopting Intelliflo Office is a fantastic achievement.
Factors that contributed to this award include the use of workflows, integration of document designer, reconciliation, task management, and data quality. With such a large number of users, winning this award is a significant accomplishment, and serves as a stepping stone and a foundation for further growth. We will continue to strive for further advancements and utilise this foundation to develop and enhance our client experience.
We would like to say a huge congratulations to our team, including all administrators, client services, paraplanners, financial planners, and all Intelliflo users within the firm – with special mention to Change and Implementation Manager Lian Brown and Operations Manager Steven Montague – as this achievement would not have been possible without their dedication to using and maintaining Intelliflo Office.
