Cashflow modelling
Transform client conversations into confident advice
intelliflo’s cashflow modelling software gives you the tools to deliver visual, personalised, and easy-to-understand advice for retirement planning, life changes, or investment strategies.
Powerful cashflow modelling software at no extra cost
Adapt toclient’s needs
From simple plans to complex portfolios, adapt to each client’s goals for more relevant, personalised planning.
Stress-testassumptions
Model inflation, income, growth, and market change scenarios to show clients how different factors impact their financial future.
Compare strategies inreal time
Run multiple financial strategies side-by-side and instantly visualise the outcomes to support confident decision-making.
Make planningtangible
Share clear visuals to make financial forecasts engaging and easy to grasp – boosting trust and client understanding.
Drive betterbusiness results
Firms using intelliflo’s cashflow modelling report higher client satisfaction, referrals, revenue, with less admin.
Includedas standard
Seamlessly built into intelliflo office at no extra cost, with instant access to client records and assumptions, and easy sharing via the client portal.
Designed by advisers, for clients
Our intuitive software brings plans to life with clear Decision Trees and dynamic, side-by-side scenario graphs that drive clarity and engagement.
A secure, auditable system tracks every interaction, while automated data syncing across your tech stack saves time and boosts productivity.
“As an adviser, you no longer need to spend ten minutes setting up the software before showing clients potential scenarios. With intelliflo’s cashflow modelling solution, I can share my screen, and clients can see the live process in real-time. It’s simple, fast, and incredibly visual”
Watch the power of cashflow modelling
Bring your advice to life with our range of solutions
intelliflo cashflow modelling
- Quickly build, test, and adapt plans with minimal effort and maximum impact
- Use for every client, from simple to complex needs, to empower confident life choices
- Deliver meaningful insights that demonstrate the long-term value of professional financial advice
“The cashflow modelling capability in intelliflo office has just been the best. It’s the mostimpactful piece of technology we’ve ever implemented.”
Ready to elevate your advice?
Speak to one of our team to see how our integrated cashflow modelling software can transform the way you plan, advise, and grow.