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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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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