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Everything from intelliflo

intelliflo streamlines client engagement with new direct messaging features

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has introduced a suite of new communication enhancements designed to help advisers engage clients more effectively, streamline interactions, and capture responses quickly and

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22 Apr 2026

intelliflo launches new in-app AI assistant Flo to streamline adviser support and reduce admin burden

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has launched Flo, a new in-app AI-powered assistant designed to help advisers navigate the platform faster, reduce administrative workload, and spend more quality

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19 Feb 2026

intelliflo integrates with FAYBL to deliver first General AI agent on office platform

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has announced an integration with Australia-founded FAYBL, enabling intelliflo office users to apply AI across the client journey to improve efficiency and increase client-facing

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04 Dec 2025

intelliflo enhances client engagement, task management with new adviser-driven features

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today announced two new features designed to enhance client engagement and task management to further support the evolving needs of Australian practices.

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03 Oct 2025

intelliflo launches fee consent screen to reduce adviser admin, reinforce its agile approach to DBFO reforms

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has released a dedicated fee consent screen to give advisers enhanced oversight and fee tracking abilities, while further showcasing its commitment to

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28 May 2025

intelliflo launches new dashboards to improve data readiness, practice experience

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has released three new business intelligence dashboards into live beta with customers to further enhance data and performance oversight at a time

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15 May 2025

Paradino integrates with intelliflo to deliver real-time AI synchronised file notes

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today announced a new integration with Paradino, empowering intelliflo office users to seamlessly synchronise AI-generated file notes to improve both efficiency and the client

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07 Mar 2025

Advice, evolved: intelliflo whitepaper reveals the themes set to transform financial advice

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has today released Advice, evolved: A new era in Australian financial advice, a whitepaper detailing the major themes that will characterise the next five years of advice. With only one-in-10 Australians currently

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14 Feb 2025

intelliflo launches trust modelling to improve cashflow management, customer oversight

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has released trust modelling capabilities within its intelliflo office software as its latest localised enhancement for Australian customers. The comprehensive update allows advisers to

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05 Feb 2025

intelliflo delivers 138 customer-driven product enhancements to improve adviser efficiency, advice experience

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has delivered 138 updates through its Customer-Inspired Change Program in the past year, highlighting intelliflo’s commitment to shaping its technology in line

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16 Dec 2024

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]