intelliflo updates advice software with modelling capabilities
Advicetech provider, intelliflo, has upgraded its business management software to enable more detailed modelling and cashflow projection capabilities for clients with trusts or self-managed superannuation funds (SMSFs).
The update to its ‘intelliflo office’ software allows users add several forms of income and debt to cashflow interfaces belonging to clients with family or discretionary trusts, including beneficiaries, investments, businesses, expenses, loans, gifts and distributions.
With these inputs and outputs in the system, customers are also able to view more comprehensive projections and complete “real-time scenario modelling” for clients.
Jovana Djordjevic, Director of Customer Success at intelliflo, said the update reflects administrative need to accommodate the growing appetite for trusts as a “wealth protection tool”.
“intelliflo has set a precedent of listening to its Australian customers and rolling out updates that enhance both the advisor and client experience – our trust modelling update is the latest iteration of that,” she said.
“The trust modelling update recognises the increasing appetite for trusts in Australia and will empower advisers to offer more detailed projections for their clients with family or discretionary trusts.”
According to intelliflo, its software is currently used by 30,000 advisers based in Australia, the UK and the US.
It's entertaining watching people who didn't care at toss about equity when advisers copped it, but now they're facing the…
Besides AI has made these "Research Houses" obsolete. Go use Grok or Gemini.
Only took six months
No way would I pay for the rubbish that comes out of so called rating and research houses. Paying someone…
And people wonder why advisers are leaving the industry (or just getting out of providing any form of personal advice…