Intelliflo to include cashflow modelling within core system

Updated offering means there is no need for additional licensing

Jenna Brown
clock • 2 min read

Intelliflo is to include cashflow modelling and planning capabilities within in core Intelliflo Office system without the need for additional licencing.

It said the move would enable advisers to better serve clients and comes ahead of the implementation of Consumer Duty regulations. The tech provider said all its customers would have access to the tools as part of their package, removing the need to buy additional external cashflow and planning software. Chief executive Nick Eatock said: "This demonstrates our commitment to our mission: widening access to financial advice by providing market leading, intuitive solutions for advisory businesses through our open architecture. "We want to support our customers on their journey to be more...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Model Office launches AI compliance audit software for advice firms

Model Office launches AI compliance audit software for advice firms

Streamline client file reviews and compliance document audits

Isabel Baxter
clock 17 April 2024 • 2 min read
Twenty7tec unveils web-based CRM solution for advisers

Twenty7tec unveils web-based CRM solution for advisers

‘Advisers are tired of overpaying for technology that integrates poorly’

Isabel Baxter
clock 17 April 2024 • 1 min read
Growing technology use increasing adviser and client pressure

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

Isabel Baxter
clock 16 April 2024 • 1 min read