Financial advice tech provider Intelliflo has launched a cashflow planning tool to replace its current I4C system.
Intelliflo Planning will “make it quicker and easier for advisers to build, adapt and stress-test clients’ plans”, the firm said in a statement.
It allows advisers to incorporate all goals and scenarios into one financial roadmap.
Integrated with Intelliflo’s customers’ existing systems, the tool is designed to help advisers demonstrate the value of advice, strengthen client relationships, maximise profitability and minimise the compliance burden.
The technology will help engage clients in the process and understand the impact of their decisions on their long term goals.
‘Latest milestone’
Nick Eatock, chief executive 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.”
