Intelliflo rolls out Amazon-powered BI dashboards

Patrick Buncsi

11 October 2024

Wealthtech software developer Intelliflo has released new business intelligence dashboards to help solve advisers’ data quality and workflow management issues.

The first of the new dashboards is designed to identify and manage gaps in client data. The tool consolidates information from adviser practices and helps to identify deficiencies and complete missing data from practice records.

Separately, new workflow dashboards will help practices analyse the movement of work through the business, and spot potential bottlenecks or areas of low activity in pipeline development.

The dashboards were built using Amazon Quicksight, a business intelligence development platform supporting data insights and analysis and the creation of visualisations.

Intelliflo, developer of the all-in-one cloud-based adviser platform Intelliflo Office, said the dashboards are part of a suite of more than 10 interfaces in development.

Stephen Wirth, product strategy lead at intelliflo Australia, said the wealthtech developer was focused on helping advice practices “continually improve their entire business, to drive efficiencies and improvement of the practice at every available opportunity.”

Wirth added: “Clarity on the health of a business’ data and a top-down view of workflow are vital to the sustainment and growth of an advice practice, and we are pleased to have these in market for customers, with more products in development to continue helping advisers run the most efficient and effective advice businesses.”