eAdviser | the transformative power of technology

Developed in 2018, eAdviser helps you analyse your use of intelliflo office and identifies areas where you can enhance your advice business’s efficiency.

Our data suggests that those who embrace technology generate 105% more revenue and 86% more AUA per adviser, clearly demonstrating the powerful connection between technology adoption and business success in financial advice.

A deep dive into your customers’ data usage

The eAdviser index scores are determined by analysing your interactions with intelliflo office, providing a detailed per-firm assessment of how you utilise its features and capabilities. We use adoption models across six key areas: valuations, income, document designer, personal finance portal, activity management, and data quality.

These models help identify your position in the adoption journey and measure how effectively you are leveraging the benefits. Each firm receives a score out of 100 in each of the six areas, where 0 indicates no adoption and 100 signifies full and highly effective adoption, with an exception for the Valuation and Income area, we apply a 1.5 weighting to each of these as we view these are as key pillars of adoption. These individual scores are then combined to produce an overall score.

Excelling in each of these areas allows you to provide highly accurate advice to your clients in the most efficient way.

Mastering the eAdviser’s cohorts

Based on the eAdviser score obtained, your usage will be categorised into four cohorts. This  allows you to see how far you have been on your tech journey and how we can guide you through these categories to maximise efficiency.

Explorers

The practice is doing well with income processing and has implemented an automated electronic valuation system. However, there’s still untapped potential in these areas. By fully leveraging these functionalities, explorers can drive even greater efficiency and unlock new opportunities for growth.

Adopters

Adopters are already doing well with technology adoption, excelling in essential areas like valuations and income processing. However, there’s still a lot more they can achieve! By fully leveraging the efficiency-driving benefits that intelliflo office offers, adopters can take their practice to the next level and unlock even greater potential.

Embracers

Embracers excel in technology adoption and perform strongly across most areas. With an impressive eAdviser score, they have established a clear technology vision and are well on their way to achieving Champion status.

Champions

Champions are among the top firms, with an eAdviser score in the top 25% of total scores. This means they are effectively utilising all parts of the system and excelling in several areas to achieve maximum points. Champions have set out a technology vision and are successfully delivering it.

Progressing from Adopters to Champions

By fully utilising intelliflo office’s capabilities, you can advance through the cohorts to ultimately achieve the eAdviser Champion status. Becoming a champion demonstrates you are maximising the use of our technology and are fully equipped to meet your clients’ needs. In 2025, the number of firms classified as Champions has increased by 34% since 2023 – demonstrating more and more advice companies are adopting technology.