intelliflo planning - 30 day free trial

Put cashflow planning where it should be - at the very heart of client relationships

intelliflo planning lets you build, stress-test and adapt client plans with minimal effort and maximum impact. Visually engage with clients, give them confidence in their financial life choices, and experience the benefits for your business.

Some of the key features of intelliflo planning include:

✔ Detailed tax computation
✔ Unlimited scenario planning
✔ Efficient goal analysis
✔ Simplified data entry
✔ Fully customisable settings
✔ Total transparency

By signing up for your 30-day free trial you'll get:

30 days free full access to intelliflo planning
1 hour technical session
Unlimited access to our daily cashflow clinic
No payment details needed and no cancellation fees

Fill in the form to get your access

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How intelliflo planning works to support you and your business

Total transparency

Depend on the clarity the audit trail provides, with every update logged and highlighted

Detailed tax computations

Deliver robust, future-proof advice with swift tax calculations and clear visuals

Unlimited scenario planning

Compare the impact of different strategies (side-by-side) inside the plan

Efficient goal analysis

Quickly calculate protection needs as well as the scope for loss, spend and return

Simplified data entry

Save time and ensure accuracy with the intuitive single point of data entry system

Fully customisable settings

Ensure consistency across all users by applying firm level assumptions across multiple variables

Sign up for your 30-day free trial to take advantage of:

30 days free full access to the intelliflo planning solution
1 hour technical session included
Access to daily cashflow clinic
No cancellation fee

Sign up for your free 30-day trial

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