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.

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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

Your complete cashflow modelling toolkit

Total transparency

All changes are logged and highlighted throughout the plan, providing a clear audit trail.

Detailed tax computations

Confidently deliver robust, future-proof advice with swift tax calculations and clear visuals that spell out the savings for your clients.

Unlimited scenario planning

Compare the effects of multiple strategies on outcomes, with rigorous stress-testing built in.

Efficient goal analysis

The Goal Seek Wizard functionality lets you quickly calculate the capacity for loss, spend and return requirements and protection needs of your clients’ specified goals.

Simplified data entry

Save time and ensure accuracy with our intuitive data entry system.

Fully customisable settings

Ensure consistency across all users by applying firm level assumptions across multiple variables.

I watched an introduction video for intelliflo planning and then started a free trial. It hit every point I was looking at. It could help clients understand if their money would run out but also incorporated LTA and IHT issues. Outputs are straightforward, making it easy to understand and engaging for your clients. It did all this at a cost effective price which was a bonus!

Paul Moat
Advising Partner, Sandringham Financial Partners

intelliflo planning is a powerful and intuitive cashflow modelling application which I have used successfully with a number of my clients. It becomes a living tool which can be updated at each review meeting and new scenarios entered, giving the client comfort that they’re on track or can afford to spend more. I’ve received invaluable training and the support that has been given has been fantastic.

Tristan Johnson DipPFS
Financial Consultant, McKenzie & Co