intelliflo

The future isn’t about choosing between technology and human advice—it’s about embracing a hybrid approach. ?? Advice, evolved: A new era in Australian financial advice explores how leading firms are embracing this hybrid model to: ? Scale their operations and reach more clients. ? Engage clients with personalised, meaningful interactions. ? Improve efficiency and reduce costs without compromising the human touch. Download now to stay ahead: https://okt.to/sLniIz

Reflecting on International Women's Day 2025, Jovana Djordjevic, our Aussie Director of Customer Success, shares her journey in the financial planning industry and the need for intentional efforts to attract, support, and promote women. Despite improvements in visibility, the statistics still reveal a significant gender imbalance, with only 1 in 5 financial advisers being women. Read the full article ??

Managing wash sales can be a logistical nightmare, but it's also essential for optimizing US investment performance. Don't wait until the Fall to begin tax planning - instead, find a solution that can help you maximize deductions and minimize clients' tax burdens year-round! #Fintech #WealthManagement #RIAs

Paradino’s first CRM integration in Australia is now available in the intelliflo store ?? Seamlessly integrated with intelliflo office, Paradino is an innovative AI-powered platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for meetings and generate documentation. Learn more about the integration ?? https://okt.to/J4NBO7 #Integrations #APIs

Today, we recognise and celebrate the incredible contributions of women around the world. At intelliflo, we are committed to fostering an inclusive environment where everyone can thrive. Let's continue to support and uplift each other, not just today, but every day. #IWD

intelliflo innovate 2025 is returning, bigger and better than ever! ?? Join us in the heart of St Paul, London, for an event featuring: ?? Tech trends in the financial advice industry. ?? Our new host, journalist, and presenter Lucy Hedges, sharing her passion for technology. ?? Inspiring insights from guest speaker Claire Williams OBE, former Deputy Team Principal of the Williams Formula One racing team. ?? Major new product announcements from our technology partners and ourselves. ?? Customer stories showcasing their latest experiences with intelliflo. All in a modern, vibrant venue designed to energise and inspire you. Witness the transformative impact of technology on your success. Don't miss out - book your place now! ??? https://okt.to/Xd31OF

We’re almost a quarter into 2025 so it’s time to check in on your new year resolutions. Back in September, we talked with Matt Middleton, founder and CEO of Future Proof, about where the wealth management industry is headed. ?? “People are going to better define what growth means to them and actually be successful at growing their firm organically.” Was he right? Have you found success defining what growth really means to you?

A big shoutout to our incredible Head of Customer Experience, Roxanne Corrieri, for being recognised as a leading woman to follow in CX this year. ?? Roxanne has dedicated her career to weaving her passion for CX into organisations. She introduced CX Days to bring teams together, foster empathy, and design solutions. She really drives a customer-first mindset, using data to go above and beyond. We're grateful for her leadership and the positive impact she has on our team and customers.

It's almost time for the first Future Proof Citywide event for the investment management industry in Miami Beach! We'll be there alongside a diverse array of other players like our parent company, Invesco US, to network, to take part in conversations around innovations in technology and learn from finance professionals about what they're focused on in the coming years. As Future Proof CEO Matt Middleton said, "Future Proof Citywide serves as a collaborative platform for stakeholders to navigate challenges and opportunities together."

It's been an amazing few days at the Lifespan Financial Planning National Conference in Adelaide! ?? Adrian Lenting and Aaron Thiele have loved connecting with so many of you and showcasing how our AdviceTech, intelliflo office, is transforming the advice experience. If you haven’t already, stop by and chat with us – you can’t miss us in our bright blue polos!