News: intelliflo enhances client engagement, task management with new adviser-driven features

intelliflo, the global cloud-based technology solution for financial advisers, has today announced two new features designed to enhance client engagement and task management to further support the evolving needs of Australian practices.

The new changes follow extensive research in 2024 and 2025, which found advisers are seeking continual enhancements to the client experience. Last year, intelliflo introduced 138 client-driven updates for its intelliflo office solution as part of its Customer-Inspired Change program, of which 79 directly benefit Australian intelliflo users.

Recognising more than one third of intelliflo end clients now use mobile phones to access their portal, the new push notification enhancement will allow end client mobile users to receive real-time updates on key events, such as when a document is ready to be signed, a secure message has been sent, or when a client’s net worth insights become available. The update is designed to keep clients informed and engaged with their wealth journey.

Meanwhile, the checklist within tasks feature will empower advisers to efficiently monitor workflows and establish structured processes by adding checklist items directly within tasks. Items can be marked as ‘mandatory’ to prevent critical steps from being overlooked, providing advisers with enhanced visibility into their team’s performance.

Pria Hussain, manager of customer success at intelliflo, said the two new updates follow intelliflo’s on-the-ground engagement with its customers.

“The financial advice market moves at a rapid pace, especially with new technology, AI and changing client patterns, which means there’s an onus on any provider to continually update and improve their offering,” she said.

Pria Hussain

Manager of customer success, intelliflo Australia

“Through extensive research of our own customers, we know end clients are changing how they engage with the advice process and our new push notifications recognise that. Clients demand immediacy and want to receive updates on anything that affects their wealth in real-time,” Hussain said.

“Simultaneously, advisers have told us they value they ability to keep track of their tasks and team in a way that maximises efficiency – our checklist within tasks feature is an important addition on that front.”

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.