intelliflo launches SMSF modelling to streamline sophisticated advice, improve reporting

Sydney, 17 April 2024: intelliflo, the global cloud-based technology solution for financial advisers, has launched comprehensive cashflow modelling for self-managed super funds (SMSFs) within its intelliflo office financial advice software.

This update includes detailed cashflow inputs, projections, and outputs within intelliflo’s cashflow modelling for clients who have SMSFs, or who are considering establishing an SMSF. It provides Scenario creation capability, that enables advisers to create a model of an SMSF, underpinned by all legislative and tax requirements, to illustrate what outcomes can be achieved around potential SMSF use.

This is the first in a series of planned enhancements to the intelliflo office suite aimed at facilitating detailed projections and real-time scenario modelling for multi-entity advice and clients with SMSFs, family or discretionary trusts, corporate entities, and more.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said intelliflo is committed to ensuring cohesive and intuitive solutions for financial advisers who are providing SMSF advice to clients, as the sector continues to grow with more than 600,000 funds managing close to $890 billion in assets.

“SMSFs can include a variety of inputs – including properties, physical assets, investments, liabilities, and expenses – all of which can now be included in detailed projections and better personalised advice for clients by advisers looking to take a deeper dive into their SMSF.”

Stephen Wirth

Product Strategy Lead, intelliflo Australia

“Supporting advisers who are managing clients with more sophisticated multi-entity advice needs is a priority for us, to help our customers ensure the overall end-to-end advice journey from client onboarding to advice presentation is integrated, intuitive, and innovative,” Wirth said.

The SMSF modelling announcement follows the news that intelliflo has deepened its integrations with leading research providers Product Rex and Omnium.

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.

intelliflo is currently used by more than 30,000 financial advisers in the US, UK, and Australia and was recently included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies.