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.
“Using the tool live in front of clients, they’re simply blown away with the questions it can help answer.”
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
financial forecast
- A visually impactful, client-focussed app designed around your clients’ life goals
- Turn your clients’ financial details into simple, clear graphs that give clarity to their long-term financial plans
- Clients can explore “what if” scenarios like early retirement or market changes, to help them understand and shape their financial future
“Complex scenarios where we’re trying to visualise what a future outcome 20 years away might be, are mapped out and there to be seen in minutes.”
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.