"We want to support our customers on their journey to be more efficient and make the complex simple for their clients"
intelliflo has announced that its cashflow modelling and planning capabilities will now be included within its core intelliflo office system without the need for additional licencing.
intelliflo says the decision will enable advisers to better serve clients and illustrate the power of their financial advice with real time, visual cashflow charts and data.
All intelliflo customers will have full access to these tools as part of their intelliflo office package, removing the need for them to buy additional external cashflow and planning software.
Nick Eatock, CEO of intelliflo, said: “Adding cashflow planning to intelliflo office is a game changer for our customers and an exciting inflection point for our business. This demonstrates our commitment to our mission: widening access to financial advice by providing market leading, intuitive solutions for advisory businesses though our open architecture.
"We want to support our customers on their journey to be more efficient and make the complex simple for their clients, and this is an important step.”
