Solution introduction

When you see things clearly, you can move forward confidently

intelliflo planning lets you build, stress-test and adapt plans with minimal effort and maximum impact. Empower your clients in their financial life choices and experience the benefits for your business

Bring your advice to life
A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage.

Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities of cash flow into beautifully simple graphics, allowing clients to clearly see the value of your advice.

Strengthen client relationships

  • Instantly engage clients in the planning process
  • Demonstrate the impact of planning
  • Empower them to make truly informed decisions
  • Stimulate deeper conversations about life plans
  • Demonstrate the long-term value of your service

Minimise compliance burden

  • Manage all your clients on the same system
  • Ensure advice is robust and stress-tested
  • Save time via a transparent audit trail
  • Minimise errors via single point of data entry
  • Drive a consistent approach across the firm

Maximise fees and profitability

  • Boost referrals from clients and introducers
  • Increase pitch win success
  • Grow new and existing revenue streams
  • Save time and maximise efficiency

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