Intelliflo readies advisers for M&A surge with new dashboard suite

Advice technology developer intelliflo has added three new business intelligence (BI) dashboards to its flagship adviser platform, promising users enhanced, real-time oversight of business performance.

Currently in live beta on the intelliflo office platform, two of the newly launched dashboards will provide real-time tracking of income-related metrics. These include income provider analysis and income received dashboards, enabling advisers to track year-on-year performance, income by client and product, and ongoing revenue.

Using these dashboards, advisers will gain rich insights into business performance, intelliflo says, including projections of future revenue as well as growth and consolidation opportunities.

Additionally, a new task dashboard will provide advisers a bird’s-eye overview of workflows, supporting in-practice workforce efficiency and on-time project delivery.

Stu Alsop, intelliflo Australia’s director of sales, said the addition of the new dashboards will provide much-needed support to advisers as the industry gears up for increased M&A activity.

“We know our customers are seeking a seamless overview of their business performance and our new income dashboards provide that at the touch of a button, which will be key for practices looking for growth or investment,” he said.

Powered by Quicksight, Amazon’s dedicated business intelligence dashboard builder, intelliflo will is set to make a full launch of its dashboard suite as part of a wider release this year.

Intelliflo’s cloud-native platforms support more than 30,000 financial advisers globally, representing over three million clients, with more than $1 trillion under advice.