RetireMap
Advanced financial modelling, fully integrated with intelliflo
RetireMap Quantum™ is a high-performance financial and wealth modelling platform built for advisers who need speed, clarity, and depth when working with simple or complex client scenarios.
While intelliflo provides a powerful end-to-end advice workflow, many practices find traditional modelling tools slow, rigid, or limiting. RetireMap was designed to solve that problem, delivering sophisticated modelling without disrupting client-facing conversations or back-office efficiency.
Seamless Integration with intelliflo
RetireMap integrates directly with intelliflo, allowing client data to flow seamlessly into RetireMap for modelling and analysis. Once modelling is complete, outputs and reports can be pushed straight back into intelliflo. This eliminates double data entry, reducing friction across the advice process.
The result is a smoother workflow for advisers and paraplanners, and clearer, more confident conversations with clients.
Built for complex advice
RetireMap is purpose-built for practices working with high-net-worth and structurally complex clients. It brings together:
- Advanced super and pension modelling
- Trusts, companies, and multi-entity structures
- Tax-aware cashflow and investment modelling
- Scenario comparison and long-term projections
- Client-friendly reporting designed for real conversations
All delivered through a clean, intuitive interface designed to be fast enough for client-facing use.
Designed for speed and scale
RetireMap’s modern architecture enables instant saving, rapid scenario cloning, and fast plan regeneration. Even in complex models. This delivers meaningful productivity gains for paraplanners and allows advisers to model strategies live with clients, without awkward pauses or workarounds.
Why practices choose RetireMap with intelliflo
- Fill the modelling gap without changing your CRM
- Reduce manual handling and duplicate data entry
- Model complex strategies with confidence and speed
- Deliver clearer advice outcomes for clients
RetireMap doesn’t replace intelliflo – it strengthens it.