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