The update includes the launch of QuickSMS in the intelliflo app store, alongside new response-enabled secure messaging functionality within intelliflo office, enabling advisers to communicate with clients across multiple channels and receive timely, trackable feedback.

As advisers continue to balance growing client expectations with increasing compliance and administrative requirements, the latest enhancements are designed to simplify how practices connect with their clients – reducing friction and improving the overall advice experience.

Pria Hussain, manager of customer success at intelliflo Australia, said the updates reflect a growing focus on making client engagement more seamless, responsive and embedded within adviser workflows.

“Client engagement is at the heart of every advice relationship, but too often, it’s slowed down by fragmented communication and manual follow-ups,” she said.

“These enhancements are about removing that friction – giving advisers simple, effective ways to connect with clients, capture responses and keep advice moving, all within the systems they already use.”

Making client communication more dynamic and actionable

The new secure messaging functionality allows advisers to embed response templates directly into messages sent via the intelliflo client portal, enabling clients to respond to preconfigured questions quickly and securely.

This allows advisers to capture key client interactions in real time, including acknowledging and accepting meeting notes, confirming receipt of documentation such as Financial Services Guides (FSGs), accepting or rejecting recommendations, and managing communication preferences.

By structuring responses within the platform, advisers can reduce back-and-forth communication, improve record-keeping, and ensure important client decisions are clearly documented.

“Getting a response from clients just got a whole lot easier,” Hussain said.

“Whether it’s confirming advice, acknowledging documents or capturing preferences, advisers can now prompt and receive structured responses directly through the client portal – even from a mobile device. It’s a faster, more secure way to keep clients engaged and informed throughout the advice journey.”

Expanding communication channels with QuickSMS

Complementing the secure messaging enhancements, the addition of QuickSMS to the intelliflo app store provides advisers with another direct and immediate way to connect with clients.

The integration enables practices to send SMS communications as part of their broader engagement strategy, helping ensure timely updates, reminders and prompts reach clients through their preferred channels.

Together, these updates reinforce intelliflo’s commitment to delivering practical, client-led innovation that improves both adviser efficiency and the client experience.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

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The launch comes as financial advisers face increasing pressure to manage disconnected systems, multiple roles and rising compliance and administrative tasks – all while delivering strong client outcomes and adopting new technology.

Pria Hussain, manager of customer success at intelliflo Australia, said Flo is designed to remove friction from the adviser journey by delivering immediate, trusted support within the platform itself.

“Advisers today are already juggling client relationships, administration, compliance and business growth – often across multiple systems,” she said.

“Flo is built to solve that challenge by giving advisers instant help and guidance inside intelliflo office, so they can minimise time spent on platform navigation and administration and focus more on their clients.

“This latest update reflects intelliflo’s ongoing commitment to delivering customer-led innovation that simplifies the advice process and improves practice efficiency.”

Focused on help and support first

Flo’s initial rollout is focused on help and support, drawing on a rich foundation of information from intelliflo connect, intelliflo’s online customer community hub and SME input, enabling advisers to access answers and guidance quickly without leaving the platform. This marks the first phase of a broader AI roadmap that will expand Flo’s capabilities over time.

Future AI-led enhancements

intelliflo plans to introduce additional functionality including automating task creation, data summarisation across workflows, and audio input allowing advisers to talk instead of type.

Longer term, Flo’s roadmap will include proactive messaging and insights, Flo embedded within intelliflo’s client portal, integrated reporting within business intelligence dashboards, memory and episodic functionality, and bi-directional streaming for more natural conversational experiences.

Flo has been built and maintained entirely by intelliflo as an AWS-native capability, powered by Amazon Bedrock, giving the company full control over its security, roadmap, functionality and user experience.

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Steven Goh

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 time.

The integration of FAYBL into intelliflo office represents the first time an end-to-end, General AI solution is available through the intelliflo interface. This follows the findings of intelliflo’s Advice, Evolved whitepaper, which highlighted how AI can be a change-maker for practices looking to boost productivity, save costs and get advisers focused on clients, not compliance and administration.

Forward-thinking practices are already embracing the technology but now, FAYBL’s integration will enable advisers to access a game-changing General AI tool in the software interface they are familiar with. Unlike other AI integrations, FAYBL’s General AI attaches itself to email and CRM systems to complete workflows end-to-end, meaning it can execute complicated tasks with adviser approval. Importantly, it does not use client data for training purposes.

Pria Hussain, manager of customer success at intelliflo Australia, said the integration reflects practices’ growing appetite for intelligent tools that streamline the advice process.

“We know advisers are looking for technology that takes meaningful work off their plate, not just surface-level automation. Bringing FAYBL’s General AI into intelliflo office gives users an end-to-end solution that can execute real workflows, reduce administrative load and free advisers to focus on clients. It’s a practical, powerful enhancement to the systems they already use every day,” she said.

“We’ve made a commitment to our customers to keep delivering updates and integrations to save them time and money, while improving the client experience – our integration with FAYBL can deliver on all three.”

Steven Goh, co-founder and executive director at FAYBL, said the AI offering has the potential to change how intelliflo office users approach the advice process.

“As opposed to task-specific AI solutions, which can automate one thing well, FAYBL’s General AI supports advisers across the client journey, responding to real world events including industry news, client interactions and practice intelligence without being prompted. Ultimately, advisers get into the industry because they want to help clients and build strategies – FAYBL gets them back to what they are passionate about.” he said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

FAYBL was founded by former Raiz founder and Group CEO Geoge Lucas, and Steven Goh, who founded Sanford Securities, Australia’s first online stockbroking business. FAYBL is a General AI solution that works across the adviser journey, ingesting client documents, meeting transcripts, licensees business rules, compliance checklists and more to produce comprehensive client strategies, compliance adherence and SOAs.

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The new changes follow extensive research in 2024 and 2025, which found advisers are seeking continual enhancements to the client experience. Last year, intelliflo introduced 138 client-driven updates for its intelliflo office solution as part of its Customer-Inspired Change program, of which 79 directly benefit Australian intelliflo users.

Recognising more than one third of intelliflo end clients now use mobile phones to access their portal, the new push notification enhancement will allow end client mobile users to receive real-time updates on key events, such as when a document is ready to be signed, a secure message has been sent, or when a client’s net worth insights become available. The update is designed to keep clients informed and engaged with their wealth journey.

Meanwhile, the checklist within tasks featurewill empower advisers to efficiently monitor workflows and establish structured processes by adding checklist items directly within tasks. Items can be marked as ‘mandatory’ to prevent critical steps from being overlooked, providing advisers with enhanced visibility into their team’s performance.

Pria Hussain, manager of customer success at intelliflo, said the two new updates follow intelliflo’s on-the-ground engagement with its customers.

“The financial advice market moves at a rapid pace, especially with new technology, AI and changing client patterns, which means there’s an onus on any provider to continually update and improve their offering,” she said.

“Through extensive research of our own customers, we know end clients are changing how they engage with the advice process and our new push notifications recognise that. Clients demand immediacy and want to receive updates on anything that affects their wealth in real-time,” Hussain said.

“Simultaneously, advisers have told us they value they ability to keep track of their tasks and team in a way that maximises efficiency – our checklist within tasks feature is an important addition on that front.”

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Nick Eatock

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 developing solutions that meet evolving regulatory changes in the Australian advice market.

The dedicated fee consent screen gives intelliflo office users a new, streamlined way of managing ongoing fee arrangement (OFA) renewals and consents with their client book, significantly reducing advisers’ administrative time spent chasing documentation.

The launch follows the release of two other dedicated templates – ongoing fee arrangement (OFA) and ongoing fee arrangement (OFA) renewal – which were added to the intelliflo office base account earlier this year.

Collectively, these enhancements recognise advisers are seeking streamlined paperwork following tranche one changes from the Delivering Better Financial Advice Outcomes (DBFO) legislation. The updated legislation removes the need for advisers to provide ongoing fee arrangement statements as part of an OFA arrangement.

Nick Eatock, CEO and co-founder of intelliflo, said intelliflo has closely watched the Quality of Advice Review and subsequent DBFO and has proactively adapted its solutions in line with both changing legislation and advisers’ evolving needs.

“Well before the legislation was finalised, intelliflo was workshopping how it could implement new solutions that meet advisers’ expectations for simplified, time-saving and flexible options to help serve their clients – a big theme from the Quality of Advice Review,” he said.

“We will have further exciting news on this front as future changes are introduced,” Eatock added.

Stu Alsop, Director of Sales at intelliflo Australia, said the cloud-based technology solution is committed to making advisers’ lives easier.

“The Delivering Better Financial Outcomes reforms are progressively being rolled out, with a number of the changes likely to affect how advisers operate day-to-day. intelliflo has been working behind the scenes, responding to legislative change and using the best of new technology to come up with updates and enhancements that further simplify how advisers manage their processes. The dedicated fee consent screen is just one example,” Alsop added.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

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Stuart Alsop

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 of profession-wide M&A activity.

The comprehensive income provider analysis and income received dashboards allow advisers to quickly zoom in on several income-related metrics, including year-on-year performance, income by client and product and ongoing revenue. The task dashboard gives practices the ability to track workflows to improve efficiency and on-time delivery.

The new BI dashboards – powered by Amazon Quicksight – give advisers an instrument to monitor their business performance in real-time, with rich insights including where future revenue is likely to come from and where growth or consolidation opportunities lie.

The latest additions are part of a series of dashboards slated to be rolled out in the intelliflo office suite this year, demonstrating intelliflo’s continual commitment to customer-focused innovation.

Stu Alsop, Director of Sales at intelliflo Australia, said the release is timely given merger and acquisition (M&A) activity is gathering pace as we approach the end of the financial year.

“We know our customers are seeking a seamless overview of their business performance and our new income dashboards provide that at the touch of a button, which will be key for practices looking for growth or investment,” he said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

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This latest update follows intelliflo’s recently-released Advice, Evolved whitepaper, which identified leveraging technology and AI as a game-changing asset reshaping the advice world by saving advisers time and money.

Paradino, an AI note taker for financial advisers, accurately summarises meetings to help advisers deliver personalised client notes and save time on administration with file notes able to be replicated in real-time across the two solutions. This move with intelliflo marks the file note-taking solution’s first integration with a CRM.

Jovana Djordjevic, Director of Customer Success at intelliflo Australia, said the integration recognises practices’ increasing expectation and desire to deliver new tools to their advisers.

“Our Advice, Evolved whitepaper confirmed leading advisers and practices are expected to increase their reliance on technology in the coming five years, with AI note-taking identified as a key area of positive change, and advisers are consistently telling us they want to leverage AI for important summaries and reminders to ultimately deliver a richer client experience,” she said.

“This latest update with Paradino delivers that benefit, and we’re excited to be the first CRM to integrate with them. While today we are announcing the first feature of this partnership, together, we plan to roll out many more AI-led updates to our intelliflo customers.”

Alex Gassner, Co-Founder of Paradino, said the integration will also allow advisers to save precious time by reducing manual processing.

“Traditionally, advisers spent countless hours generating documentation and preparing for meetings, but tech and AI now opens up this time for advisers to see more clients, build stronger relationships, and better personalise the advice experience,” he said.

“Our integration allows users to leverage their intelliflo client list and seamlessly sync generated file notes to intelliflo’s documents section, ensuring all file notes are replicated across platforms in real-time.”

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

Read the whitepaper.

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Nick Eatock

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 advised, and most people unwilling to pay the cost for full financial advice, there is a critical issue facing Australia: how to get more people the advice they need, when they need it, at a price point they can afford. 

The whitepaper is the product of a dynamic roundtable in Sydney late last year, featuring seven esteemed participants representing technological innovation, policy, advice and consulting: intelliflo CEO Nick Eatock, Adviser Ratings founder Angus Woods, financial services policy expert Keddie Waller, Product Rex founder Nick Topham, Finura Group managing director Peter Worn, ensombl CEO Clayton Daniels, and The Financial Adviser Scale Squad founder Adele Martin.

The aim of the roundtable was to move beyond the much discussed topics of compliance burdens and low adviser numbers, and instead visualise how the financial advice sector will need to articulate its value and purpose to a growing pool of potential clients as an intergenerational transfer of wealth gathers pace.

Nick Eatock, CEO and co-founder of intelliflo, said the whitepaper examines how the advice profession will move to become more customer-centric in the coming years, thanks to new technology, changing demands, and demographic shifts.

“Australia’s advice profession is at a crossroads. On one hand, technology is reshaping the delivery of advice, streamlining processes, and enabling a more scalable approach. On the other, the human connection –the very essence of our value proposition – remains irreplaceable,” he said.

“With that in mind, the future involves technology complimenting human advice delivery, so that advisers can reach more customers, while saving on time and costs. Clients, meanwhile, will receive a richer experience, with technological tools to keep them engaged over the longer term.

“Over the next five years, we expect the advice profession to reach many more Australians, as advisers embrace new technology, and customers navigate intergenerational wealth transfer.”

The whitepaper identified seven key themes for advisers and financial advice practices to consider:

• Changing the perception of advice: Working collectively as a profession to create universal understanding about how advice can add value and finding ways to continually improve the client experience.
• Adopting consumer-friendly payment models: Meeting evolving consumer expectations by embracing new methods of payment, including trials and a PayPal-style model.  
• Technology as the foundation: Incorporating technology to slash costs, give clients flexibility and future-proof advice businesses.  
• The next frontier: An adviser-led system: Creating an adviser and client-first model, which proactively advocates for clients’ best interests through self-regulation and product design.  
• Reaching more Australians through scale: Using super funds and M&A activity to ensure millions more have access to advice.  
• Building a whole-of-life pathway: Reaching consumers at critical life stages to ensure they are prepared for the future with quality advice. 
• Engaging young people: Preparing for the biggest intergenerational wealth transfer in history by ensuring young people can engage with advice in a way they choose to.  

For advisers, each chapter of the whitepaper features a series of action items to meet the emerging needs of the next generation, including using AI to further personalise the client experience, building professional profiles in innovative ways, creating free financial education content to drive prospects, and employing technology to engage clients with portals and customised alerts.

Read the whitepaper.

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The comprehensive update allows advisers to make detailed cashflow projections and add customised inputs and outputs for clients with family or discretionary trusts or those who are considering establishing one. intelliflo office users will have the ability to add beneficiaries, investments, businesses, expenses, loans, gifts, distributions, and more to trust cashflow modelling.

The trust modelling capabilities are part of a series of enhancements to the intelliflo office suite, aimed at facilitating detailed projections and real-time scenario modelling for multi-entity advice and clients with trusts and SMSFs. Corporate entity support will be released shortly.

Jovana Djordjevic, Director of Customer Success at intelliflo,said the new update recognises the growing popularity of trusts as a wealth protection tool, with almost a million established in Australia holding assets of more than $2 trillion. 

“intelliflo has set a precedent of listening to its Australian customers and rolling out updates that enhance both the advisor and client experience – our trust modelling update is the latest iteration of that,” she said.

“The trust modelling update recognises the increasing appetite for trusts in Australia and will empower advisers to offer more detailed projections for their clients with family or discretionary trusts.”

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

intelliflo is currently used by 30,000 financial advisers worldwide (in the UK, US, and Australia).

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Nick Eatock

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 with the needs of Australian and international advisers. 

Globally, intelliflo introduced 138 client-driven updates this past year for its intelliflo office solution, of which 79 directly benefit Australian intelliflo users. 

These enhancements have led to efficiency gains within Australian advice businesses, by allowing customers to streamline their workflows and reduce errors. In turn, these updates have meant intelliflo office customers are reporting they can spend more time with their clients and focus on achieving their business goals. 

Nick Eatock, CEO and co-founder of intelliflo, said, “We decided early on to let our customers help to determine how intelliflo evolves and our latest insights show they’ve come to the table and helped us to shape our technology in enormous ways.”

“Australian advisers have faced rapid change when it comes to regulatory processes, and client needs and preferences. In our view, it’s the role of technology providers to rapidly implement updates to help them to respond to changing demands, and to give their clients the best possible experience,” he said.

“By collaborating with our customers, we have gained deeper knowledge of the day-to-day challenges Australian advisers face, which will help inform our future product design and development,” he added.

The global Customer-Inspired Change Program invites intelliflo office customers to propose updates to improve their experience with the award-winning technology. Other intelliflo users then vote on the enhancements they support. Since its launch in late 2022, it has delivered an average three customer-driven changes per week. 

intelliflo’s solutions are currently used by 30,000 financial advisers worldwide (in the US, UK, and Australia).

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