With inTELOSfp, you can now offer your clients a plan that makes your recommendations and their financial future more clear and understandable than ever before!
Introducing inTELOSfp, the newest way financial professionals can present easy-to-understand financial plans to their clients. It features automatic calculations, customization, and color-coding for an intuitive, client-friendly experience.
Convert Prospects to Clients
Plans are now Easier to Understand
Increase Customer Referrals
Your clients can use inTELOSfp to upload their own personal information before your first meeting, saving YOU time in your busy day. Pop-ups give clients extra assistance If they need it.
Each screen and tool requires just a few clicks whether you are creating a new plan or revising a plan with a client. Enter important information once and it carries through all the tools and calculators automatically.
A comprehensive dashboard lets you evaluate your closing ratios and goals. You can even benchmark yourself against other financial advisors in your firm or nationwide.
We’ve changed the face of financial planning software
Convert more prospects to clients than ever before!
Go from client On-boarding to a complete financial plan in under 20 minutes.
Clients will actually understand their plan and want to take immediate action.
InTELOSfp will differentiate you from the competition and help bring in more assets than ever before.
Track you and your firm's annual goals, and benchmark yourself against the industry.
Clients onboard themselves in less than 5 minutes!
Enter data once and inTELOSfp handles the rest! RMD, Social Security, income tax brackets, monthly income, and net worth calculations are all done for you!
So easy to use that you’ll be creating your first plan within minutes!
Financial advisors can choose a white label option to make a more impactful presentation to their clients. It’s easy…just upload your logo and we’ll take care of the rest.
Make the most of your financial planning business with inTELOSfp. With it, you’ll save time, convert more prospects and bring on more assets than ever before. Plus, you’ll receive more referrals from satisfied clients.
Start A Free Trial
Answer : inTELOSfp was created by a 20-year veteran of the financial planning industry. It features simple on-boarding, automated calculations, and an easy to read plan summary your clients will love because they will actually be able to understand it.
Answer : No! It was designed to be easy right from the start. We think it's the most intuitive financial planning software on the market today. However, once your free trial has begun, we will reach out to schedule training as needed.
Answer : Yes, inTELOSfp has all you need to create a full plan for a client in about 20 minutes!
Answer : Yes, we offer a 30 day free trial.
Answer : Yes.
Answer : inTELOSfp will soon work with Redtail and Salesforce. We will be adding more in the future.
Answer : Yes, however we recommend Chrome for the best user experience.
Lancaster, PA 17603