Accelerated SoA delivery and business growth: Latitude Private Wealth’s success with intelliflo office

Based in Adelaide, Latitude Private Wealth is a boutique financial planning firm specialising in retirement planning, wealth creation and both personal and business protection strategies.

Facing challenges with outdated systems and increasing costs, Latitude sought a unified solution to streamline its operations and ensure the secure management of sensitive advice documents.

The transition to intelliflo office has since led to significant improvements in operational efficiency, accelerated Statement of Advice delivery, and enhanced client engagement.

Discover how intelliflo has transformed Latitude’s business.