"We know that engaging clients in their financial planning journey is critical to showcasing the value of advice, so our new interface and improved functionality is designed to do just that."
The new tool, which replaces i4C, makes it quicker and easier for advisers to build, adapt and stress-test clients’ plans.
From solving tax, pensions and investment complexities to asset and liability modelling and wider financial strategy planning, it allows advisers to incorporate all goals and scenarios into one financial roadmap.
Integrated with intelliflo’s customers’ existing systems, intelliflo planning is designed to help advisers demonstrate the value of advice, strengthen client relationships, maximise profitability and minimise the compliance burden.
Nick Eatock, CEO of intelliflo, said: “We’re proud to be launching an upgraded cashflow modelling tool for advisers that makes it much more effective to use alongside clients. We know that engaging clients in their financial planning journey is critical to showcasing the value of advice, so our new interface and improved functionality is designed to do just that. Most importantly, this technology has been built by financial planners and paraplanners so we’re confident it’ll deliver what our customers need to grow their business and simplify the complexities of long-term planning.
“This is the latest milestone in the growth of our new brand, intelliflo, and we look forward to bringing our customers many more technology enhancements in the future.”
