cashflow modelling
Our cashflow modelling capabilities within intelliflo office let you build, stress-test and adapt client plans with minimal effort and maximum impact.
Minimise the compliance burden and provide consistent advice by managing all of your clients on a single, integrated cashflow modelling system.
Designed by advisers and paraplanners, intelliflo’s cashflow modelling capability can be used with every client, no matter how simple or complex their planning needs, to help empower their financial life choices and experience the benefits of your business.
Strengthen client relationships
Instantly engage clients with side-by-side graphs that show the impact different scenarios have on their plan – giving them the power to make confident, informed decisions.
Minimise compliance burden
Provide consistent advice by managing all clients on one cashflow modelling system, minimise errors through a single point of data entry, and trust in the transparency of the audit trail.
Maximise fees and profitability
Transform meetings, uncover new revenue opportunities, boost efficiency and put cashflow modelling where it should be – at the heart of every client relationship.
See intelliflo cashflow modelling in action
Designed by advisers and paraplanners
intelliflo’s integrated cashflow modelling can be used with every client, no matter how simple or complex their planning needs, to help empower their financial life choices and experience the benefits of your business. Intuitive to use and easy to share, it’s packed with useful insights.
Quickly build, stress-test and adapt plans
Easily demonstrate the value of your advice, by showing powerful graphs that illustrate how different decisions impact the plan. With unlimited scenario planning, you can compare the impact of different strategies side-by-side inside the plan, completely transforming your client meetings. Firms who have adopted cashflow modelling report significant growth in fees per head, clients and referrals.