intelliflo embeds new fee tracking feature in | Australian Markets
intelliflo has unveiled new functionality within its flagship advice platform, promising customers enhanced fee oversight and tracking capabilities.
The devoted fee consent screen, obtainable within the intelliflo workplace platform, offers customers a streamlined means of managing ongoing fee association (OFA) renewals and consents with their consumer guide.
This functionality guarantees to considerably cut back the time advisers spend on “chasing documentation”, intelliflo stated.
The new fee tracking feature follows the addition earlier this yr of two new devoted templates on the platform’s base account for ongoing fee association (OFA) and OFA renewal.
intelliflo chief government and co-founder Nick Eatock stated the capabilities have been launched in response to Quality of Advice Review and subsequent DBFO package deal reforms.
“Well before the legislation was finalised, intelliflo was workshopping how it could implement new solutions that meet advisers’ expectations for simplified, time-saving and flexible options to help serve their clients – a big theme from the Quality of Advice Review,” he stated.
Eatock stated the platform can count on a a number of updates as future modifications to the QAR and DBFO are launched.
The fee tracking improve comes following the addition earlier this month of three new business intelligence dashboards.
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