Intelliflo readies advisers for M&A surge with new | Australian Markets

Advice technology developer intelliflo has added three new business intelligence (BI) dashboards to its flagship adviser platform, promising customers enhanced, real-time oversight of business efficiency.

Currently in reside beta on the intelliflo workplace platform, two of the newly launched dashboards will present real-time monitoring of income-related metrics. These embrace income supplier evaluation and income acquired dashboards, enabling advisers to trace year-on-year efficiency, income by consumer and product, and ongoing income.

Using these dashboards, advisers will gain wealthy insights into business efficiency, intelliflo says, together with projections of future income in addition to growth and consolidation alternatives.

Additionally, a new process dashboard will present advisers a chook’s-eye overview of workflows, supporting in-practice workforce effectivity and on-time project supply.

Stu Alsop, intelliflo Australia’s director of gross sales, stated the addition of the new dashboards will present much-needed assist to advisers because the industry gears up for elevated M&A exercise.

“We know our customers are seeking a seamless overview of their business performance and our new income dashboards provide that at the touch of a button, which will be key for practices looking for growth or investment,” he stated.

Powered by Quicksight, Amazon’s devoted business intelligence dashboard builder, intelliflo will is set to make a full launch of its dashboard suite as half of a wider release this yr.

Intelliflo’s cloud-native platforms assist more than 30,000 financial advisers globally, representing over three million shoppers, with more than $1 trillion beneath advice.