intelliflo - On Demand Webinars: System administration

Training on-demand

Cashflow modelling capabilities

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office

Free up time

to focus on
your business

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Cashflow modelling and planning capabilities

Cashflow modelling assesses the overall wealth & sustainability over a client's lifetime. We will show the power of using cashflow capabilities to enhance client engagement and heighten the impact of advice.

Pre-requisite knowledge/webinar: Experience of using intelliflo office

Recommended for: All users

Installing intelliflo planning

To begin using cashflow capabilities you will need to install the app from the intelliflo store. We will guide you step-by-step and start you on your cashflow journey.

Pre-requisite knowledge/webinar: Cashflow modelling and planning capabilities

Recommended for: All users

Using interactive help

To support you in the flow of work we will show you how to access interactive help which will walk you through technical help and provide smart tips to assist you.

Pre-requisite knowledge/webinar: Installing intelliflo planning

Recommended for: All users

Launching cashflow modelling and including plans

We will demonstrate how to launch intelliflo planning directly from a client record and show how to include client plans ready for modelling across multiple scenarios.

Pre-requisite knowledge/webinar: Installing intelliflo planning

Recommended for: All users

Asset tree and narrative cards

These enable a starting point of your conversation with your client by presenting a clear, visual of their assets and providing an overview of their profile. We will show you how to use these effectively when engaging with your clients.

Pre-requisite knowledge/webinar: Launching cashflow modelling and including plans

Recommended for: All users

Cashflow modelling roles

Each different role provides a different level of access so it’s important to ensure that everyone within your firm has the correct role assigned.

We will explain the different roles that are available and how to add/amend roles across your firm.

Pre-requisite knowledge/webinar: Installing intelliflo planning

Recommended for: Users with PlanningGroupAdmin role

Amending surplus income & expenditure on death of spouse assumptions

We provide default assumptions to assist cashflow modelling scenarios. We will show you how you can amend some of these to tailor to your needs across your firm.

Pre-requisite knowledge/webinar: Asset tree and narrative cards

Recommended for: Users with PlanningGroupAdmin role

Building in risk profiles

As default intelliflo provide example risk profiles, however you have the flexibility of amending/adding these to match the assumptions your organisation has set. These preferences can easily be accessed and selected, when viewing a plan via cashflow modelling capabilities.

Pre-requisite knowledge/webinar: Amending surplus income & expenditure on death of spouse assumptions

Recommended for: Users with PlanningGroupAdmin role

Liquidation order

The liquidation order of plans is calculated automatically based on the most tax efficient order, we will guide you how to adjust this to match the liquidation most appropriate for your client’s tax position, and financial requirements.

Pre-requisite knowledge/webinar: Launching cashflow modelling and including plans

Recommended for: All users

Understanding the graphs

There are a wide range of graphs available within cashflow modelling capabilities. This video will bring the graphs to life and describe what each one shows relating to your client's circumstances.

Pre-requisite knowledge/webinar: Asset tree and narrative cards

Recommended for: All users

Customising graphs

There is lots of flexibility when looking at customisation options, such as amending the chart types, the appearance and the order in which graphs are displayed. These settings are personal to the user, we will show you how to optimise graphs in a way that suits you.

Pre-requisite knowledge/webinar: Understanding the graphs

Recommended for: All users

Document Designer: Creating signatures

23 June, 2pm

You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.

Recommended for: individuals who build templates using Document Designer.

Best practice: Recording a top up and Bed & ISA

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

Document Designer: Creating invoices

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

Creating UDMI reports

29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

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