News: intelliflo launches new dashboards to improve data readiness, practice experience

intelliflo, the global cloud-based technology solution for financial advisers, has released three new business intelligence dashboards into live beta with customers to further enhance data and performance oversight at a time of profession-wide M&A activity.

The comprehensive income provider analysis and income received dashboards allow advisers to quickly zoom in on several income-related metrics, including year-on-year performance, income by client and product and ongoing revenue. The task dashboard gives practices the ability to track workflows to improve efficiency and on-time delivery.

The new BI dashboards – powered by Amazon Quicksight – give advisers an instrument to monitor their business performance in real-time, with rich insights including where future revenue is likely to come from and where growth or consolidation opportunities lie.

The latest additions are part of a series of dashboards slated to be rolled out in the intelliflo office suite this year, demonstrating intelliflo’s continual commitment to customer-focused innovation.

Stu Alsop, Director of Sales at intelliflo Australia, said the release is timely given merger and acquisition (M&A) activity is gathering pace as we approach the end of financial year.

“We know our customers are seeking a seamless overview of their business performance and our new income dashboards provide that at the touch of a button, which will be key for practices looking for growth or investment,” he said.

Stu Alsop

Director of Sales, intelliflo Australia

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.