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
Minimise compliance burden
Maximise fees and profitability