eAdviser | the transformative power of technology
Developed in 2018, eAdviser helps you analyse your use of intelliflo office and identifies areas where you can enhance your advice business’s efficiency.
Our data suggests that those who embrace technology generate 105% more revenue and 86% more AUA per adviser, clearly demonstrating the powerful connection between technology adoption and business success in financial advice.
A deep dive into your customers’ data usage
The eAdviser index scores are determined by analysing your interactions with intelliflo office, providing a detailed per-firm assessment of how you utilise its features and capabilities. We use adoption models across six key areas: valuations, income, document designer, personal finance portal, activity management, and data quality.
These models help identify your position in the adoption journey and measure how effectively you are leveraging the benefits. Each firm receives a score out of 100 in each of the six areas, where 0 indicates no adoption and 100 signifies full and highly effective adoption, with an exception for the Valuation and Income area, we apply a 1.5 weighting to each of these as we view these are as key pillars of adoption. These individual scores are then combined to produce an overall score.
Excelling in each of these areas allows you to provide highly accurate advice to your clients in the most efficient way.
Income types
We first check you are set up to receive electronic statements (EDI) from providers integrating with intelliflo office, which saves time on data entry, then assess your income processing and auto-matching activity.
Data quality
We review the accuracy of your client data, which is essential for effective communication, servicing, and GDPR compliance in today’s evolving technological landscape.
Client portal
Are you making the most of our client portal? Using it will ensure secure communication and document storage, providing your clients with fund and portfolio details, and reducing servicing costs while reinforcing your brand through white-labelling.
Document designer
We evaluate the use of the document designer, which allows you to streamline the creation of high-quality, branded client documents with automation and conditional coding, reducing errors and costs while improving efficiency and accuracy.
Activity management
We measure how much you record client tasks and actions to demonstrate value, track productivity, and adopt best practices by documenting reviews and recommendations in client records.
Valuations
Are you taking advantage of intelliflo office to automate client valuations with ad-hoc, scheduled, and bulk downloads? This allows you to streamline report creation and boost efficiency to potentially accommodate more clients.
Mastering the eAdviser’s cohorts
Based on the eAdviser score obtained, your usage will be categorised into four cohorts. This allows you to see how far you have been on your tech journey and how we can guide you through these categories to maximise efficiency.
Explorers
The practice is doing well with income processing and has implemented an automated electronic valuation system. However, there’s still untapped potential in these areas. By fully leveraging these functionalities, explorers can drive even greater efficiency and unlock new opportunities for growth.
Adopters
Adopters are already doing well with technology adoption, excelling in essential areas like valuations and income processing. However, there’s still a lot more they can achieve! By fully leveraging the efficiency-driving benefits that intelliflo office offers, adopters can take their practice to the next level and unlock even greater potential.
Embracers
Embracers excel in technology adoption and perform strongly across most areas. With an impressive eAdviser score, they have established a clear technology vision and are well on their way to achieving Champion status.
Champions
Champions are among the top firms, with an eAdviser score in the top 25% of total scores. This means they are effectively utilising all parts of the system and excelling in several areas to achieve maximum points. Champions have set out a technology vision and are successfully delivering it.
Progressing from Adopters to Champions
By fully utilising intelliflo office’s capabilities, you can advance through the cohorts to ultimately achieve the eAdviser Champion status. Becoming a champion demonstrates you are maximising the use of our technology and are fully equipped to meet your clients’ needs. In 2025, the number of firms classified as Champions has increased by 34% since 2023 – demonstrating more and more advice companies are adopting technology.
Achieving unparalleled excellence in technology
Achieving the eAdviser Champion demonstrates a true commitment to delivering exceptional, personalised advice to their clients. But the journey doesn’t stop here. Our latest solution, wealthlink, elevates this experience by allowing our customers to manage their investments directly within intelliflo office. Say goodbye to juggling multiple platforms or wasting time re-entering data – everything is seamlessly integrated into one platform.
Stay ahead of the curve and connect with us, we’d love to help!