Platforms, Practice Management, SMSF, Technology

Intelliflo adds SMSF modelling tool

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Advisers using the intelliflo platform will now be able to access cash-flow modelling tools to support SMSF clients.

Cloud-based advice platform intelliflo has added a cash-flow modelling feature to its software offering tailored for SMSF advisers.

The latest update to the intelliflo office suite allows advisers to create a fully compliant, hypothetical SMSF and simulate and analyse the impacts of various scenarios on a fund using detailed cash-flow inputs, projections and outputs.

Intelliflo Australia product strategy lead Stephen Wirth explained the new feature was introduced to support the growing SMSF sector and assist practitioners in navigating an increasingly sophisticated regulatory environment.

“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 ‘cash-flow within cash-flow’ reviews,” Wirth 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.”

The platform provider stated the addition of the modelling tool was the first in a planned series of updates to its intelliflo office software.

Intelliflo launched operations in the Australian market in March last year following a successful trial of its financial advice software.

The software has been specifically designed to comply with Australian superannuation rules, aiming to support advisers who manage super and SMSF clients.

The global advice platform currently supports over 30,000 financial advisers worldwide and administers more than $1 trillion on behalf of 3 million clients.

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