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Everything from intelliflo

intelliflo uplifts adviser-client relationships with Capital Preferences integration

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has launched an integration with Capital Preferences’ Client Engagement Suite. This partnership combines intelliflo’s leading adviser platform with Capital Preferences’ expertise in behavioural economics

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13 Nov 2024

intelliflo releases new Amazon dashboards to solve data and workflow challenges for advisers

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has released new business intelligence dashboards to their Australian financial advice practices, providing advisers with tools to solve data quality and

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11 Oct 2024

intelliflo launches SMSF modelling to streamline sophisticated advice, improve reporting

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has launched comprehensive cashflow modelling for self-managed super funds (SMSFs) within its intelliflo office financial advice software. This update includes detailed cashflow inputs, projections,

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22 Apr 2024

intelliflo included in world’s most innovative WealthTech companies

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has been named as a global leader in tech innovation by Fintech Global’s WealthTech100, an annual ranking of the world’s most innovative WealthTech

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08 Apr 2024

intelliflo announces deeper integrations with research providers Product Rex and Omnium

From intelliflo

intelliflo, the global cloud-based technology solution for financial advisers, has delivered deeper two-way integrations between research partners Product Rex and Omnium as part of its continual effort to enhance and

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05 Apr 2024

intelliflo undertakes full-scale expansion as advisers seek tech to close advice gap

From intelliflo

intelliflo, the leading cloud-based technology platform for financial advisers that supports over 30,000 advisers worldwide with over three million end-investors and over $1 trillion advised across its platforms, today announced

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09 Mar 2023

Improving the wellbeing of your clients

From intelliflo

Stuart Alsop, Head of Sales at intelliflo, highlights the crucial role advisers play in supporting the financial security of clients and their ability to boost their general wellbeing. Given the

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08 Jul 2022

intelliflo Australia Announces First Head of Sales

From intelliflo

intelliflo, a global leader in financial advice technology, has hired Stuart Alsop as the company’s first Head of Sales in Australia to support intelliflo’s inception and growth in the Australian

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25 May 2022

Earn CPD Points

CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]