planning
When you see things clearly,
you can move forward confidently
intelliflo planning lets you build, stress-test and adapt plans with minimal effort and maximum impact. Empower your clients in their financial life choices and experience the benefits for your business.
Strengthen client relationships
- Instantly engage clients in the planning process
- Demonstrate the impact of planning
- Empower them to make truly informed decisions
- Stimulate deeper conversations about life plans
- Demonstrate the long-term value of your service
Minimise compliance burden
- Manage all your clients on the same system
- Ensure advice is robust and stress-tested
- Save time via a transparent audit trail
- Minimise errors via single point of data entry
- Drive a consistent approach across the firm
Maximise fees and profitability
- Boost referrals from clients and introducers
- Increase pitch win success
- Grow new and existing revenue streams
- Save time and maximise efficiency