Stephen Wirth

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 and decision science, enabling advisers to build higher-value client relationships.

In an industry where understanding client needs is paramount, many advisers face challenges in accurately assessing client preferences and behaviours. Traditional methods often rely on standard questionnaires that fail to reassure clients about the quality of advice they are receiving or provide advisors with an accurate read of their client’s preferences.

Capital Preferences’ digital solutions move beyond traditional questionnaires by using interactive assessments that engage clients through unique decision experiences, backed by science. They unlock deeper understanding of clients’ unique situations, using science to then create a personalised strategy.

These gamified digital experiences are:

• Quick – completed in 90 seconds
• Easy – 95% unaided completion rate
• Enjoyable – preferred by clients 3 to 1 over traditional methods
• Equitable – both partners in a couple are heard.

 This integration helps advisers boost acquisition and retention by offering clients and prospects an engaging and personalised experience that sets their advisory services apart.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said, “The Capital Preferences integration, like all its ecosystem developments, reflects intelliflo’s core value and its ongoing commitment to providing cohesive and intuitive solutions for financial advisers.”

“As the financial advice sector has undergone significant change in recent years, innovative advisers that are focused on the future want to build deep and long-lasting relationships with clients. Delivering tailored service that aligns with any given client’s worldview and values is another step on that journey to relevant, tailored, and unique advice,” he said.

Oliver Lynch, Chief Customer Officer at Capital Preferences, said, “Advisers need more than just data – they need deep, accurate and actionable insights into their clients’. Our integration with intelliflo transforms the client-adviser relationship by turning complex behavioural science into intuitive, 90-second experiences.”

“Imagine being able to tailor strategies that are as unique as a fingerprint, all while engaging clients in a way they genuinely enjoy. This collaboration doesn’t just anticipate the future of advising; it actively creates it,” he said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes that 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 US, UK, and Australia).

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Stephen Wirth

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 workflow management challenges.

Powered by Amazon Quicksight, these dashboards are part of a suite of more than 10 interfaces in development at intelliflo, with the pipeline of updates driven by live feedback from advisers across its Australian operations.

The first new dashboard enables a practice to manage gaps in client data, consolidating information to identify where deficiencies exist and empowering advisers to complete missing data from practice records. With client retention and targeted growth vital for Australian practices, accurate data is essential to retain and secure ideal clients, create targeted communications, and ensure potential future issues are avoided.

Separately, workflow dashboards allows a practice to analyse the movement of work through the business, identifying where bottlenecks may exist, or where there is low activity in pipeline development. Understanding where delays may occur enables a practice to deploy resources to streamline their workflow and accelerate the movement of a client through onboarding and servicing processes.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said intelliflo is committed to developing cohesive and intuitive solutions for financial advisers that focus not only on the advice journey, but the refinement of the entire back-office systems.

“As Australian financial advisers continue to navigate a challenging operating environment, we are focused on helping them continually improve their entire business, to drive efficiencies and improvement of the practice at every available opportunity,” he said.

“Clarity on the health of a business’ data and a top-down view of workflow are vital to the sustainment and growth of an advice practice, and we are pleased to have these in market for customers, with more products in development to continue helping advisers run the most efficient and effective advice businesses.”

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 more than 30,000 financial advisers in the US, UK, and Australia and was recently included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies.

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Stephen Wirth

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, and outputs within intelliflo’s cashflow modelling for clients who have SMSFs, or who are considering establishing an SMSF. It provides scenario creation capability that enables advisers to create a model of an SMSF, underpinned by all legislative and tax requirements, to illustrate what outcomes can be achieved around potential SMSF use.

This is the first in a series of planned enhancements to the intelliflo office suite aimed at facilitating detailed projections and real-time scenario modelling for multi-entity advice and clients with SMSFs, family or discretionary trusts, corporate entities, and more.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said intelliflo is committed to ensuring cohesive and intuitive solutions for financial advisers who are providing SMSF advice to clients, as the sector continues to grow with more than 600,000 funds managing close to $890 billion in assets.

“SMSFs can include a variety of inputs – including properties, physical assets, investments, liabilities, and expenses – all of which can now be included in detailed projections and better personalised advice for clients by advisers taking a deeper dive into SMSFs and conducting ‘cashflow within cashflow’ reviews,” he said.

“Supporting advisers who are managing clients with more sophisticated multi-entity advice needs is a priority for us, to help our customers ensure the overall end-to-end advice journey from client onboarding to advice presentation is integrated, intuitive, and innovative,” Wirth said.

The SMSF modelling announcement follows the news that intelliflo has deepened its integrations with leading research providers Product Rex and Omnium.

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 more than 30,000 financial advisers in the US, UK, and Australia and was recently included on the WealthTech100 list by Fintech Global, an annual ranking of the world’s most innovative WealthTech companies.

The post intelliflo launches SMSF modelling to streamline sophisticated advice, improve reporting appeared first on AdviserVoice.

Stephen Wirth

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 improve its offering for advisers.

These integrations will enable two-way sharing of data between each partner’s research tools and the intelliflo office financial advice software.

Research data is sent back into the advice journey providing a complete audit trail and basis for recommendations, and data will now be available as outputs within intelliflo’s document designer module and any subsequent advice documentation – significantly reducing data entry time.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said the Product Rex and Omnium integrations, like all its product developments, reflect intelliflo’s core value and its ongoing commitment to providing cohesive and intuitive solutions for financial adviser customers.

“We are always looking for functional ways to drive intelliflo’s innovation and the benefits of these updates will mean reduced data entry in the advice journey, with research results stored back in Advice Case for easy audit trail,” he said.

“Importantly for the wider advice ecosystem, this paves the way for other technology partners who want to provide the same level of integration for intelliflo customers, as the integration mechanism utilises our open APIs, and future integrators can provide our customers with a choice of technology stack.

“Integrated, intuitive, and innovative customer journeys are our North Star, and we’re in constant discussion with our users, listening to their feedback and evolving needs – it’s why we’re implementing customer inspired changes into our product every week,” Wirth said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes that 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 US, UK, and Australia).

The post intelliflo announces deeper integrations with research providers Product Rex and Omnium appeared first on AdviserVoice.