intelliflo updates advice software program with modelling | Australian Markets
Advicetech supplier, intelliflo, has upgraded its business management software program to allow more detailed modelling and cashflow projection capabilities for shoppers with trusts or self-managed superannuation funds (SMSFs).
The replace to its ‘intelliflo office’ software program permits customers add a number of varieties of income and debt to cashflow interfaces belonging to shoppers with household or discretionary trusts, together with beneficiaries, investments, companies, bills, loans, items and distributions.
With these inputs and outputs within the system, clients are additionally capable of view more complete projections and full “real-time scenario modelling” for shoppers.
Jovana Djordjevic, Director of Buyer Success at intelliflo, mentioned the replace displays administrative need to accommodate the growing urge for food for trusts as a “wealth protection tool”.
“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 mentioned.
“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.”
In keeping with intelliflo, its software program is at the moment utilized by 30,000 advisers based mostly in Australia, the UK and the US.
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