intelliflo cashflow modelling
A powerful and integrated cashflow modelling solution that enables you to quickly build, stress-test and adapt plans with minimal effort and maximum impact.
Designed by planners and paraplanners, intelliflo’s cashflow modelling capability can be used with every client, no matter how simple or complex their planning needs, to help empower their financial life choices and experience the benefits of your business. The strong integration between intelliflo office and our cashflow modelling capability removes the need for double data entry & helps bring your advice to life.
Minimise compliance burden
Provide consistent advice by managing all clients on one cashflow modelling system, minimise errors through a single point of data entry, and trust in the transparency of the audit trail.
Strengthen client relationships
Instantly engage clients with side-by-side graphs that show the impact different scenarios have on their plan – giving them the power to make confident, informed decisions.
Maximise fees and profitability
Transform meetings, uncover new revenue opportunities, boost efficiency and put cashflow modelling where it should be – at the heart of every client relationship.
See intelliflo cashflow modelling tool in action
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