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Showing 1 - 10 of 16 results for "Intelliflo"

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional adviser does comes at a critical time, with the government's introduction ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... how to plan for, according to industry experts. A panel of experts from different branches of financial advice at the intelliflo roundtable yesterday agree that Australia's booming wealth is an opportunity the advice profession can get in front of. ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... guaranteed wins are," it said. Exceptions are well-established entrants with patient capital, Finura explained, such as Intelliflo or Financial Services Company (FNZ) as well as products requiring little localisation effort. "The bold may see depressed ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... created role, Alsop will be responsible for business development and building a sales team in Australia. Alsop joins intelliflo from FE fundinfo where he was head of business development; he led the sales and marketing team in Australia and New Zealand. ...

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... the region. Geoff Rogers is the new commercial director of investment infrastructure. He had a four-month stint at Intelliflo, serving as head of country until September 2021. Prior to that, he led various functions at MLC, including acting group executive ...
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