Intelliflo launches trust modelling capabilities for Australian advisers

After implementing 138 product enhancements in 2024, intelliflo has announced the launch of trust modelling capabilities on its intelliflo office software for Australian customers.

In addition to allowing advisers to make detailed cash flow projections, this latest upgrade will also give advisers the capability to add customised inputs and outputs for clients with family or discretionary trusts, or those considering establishing one.

Furthermore, intelliflo said users will be able to add beneficiaries, investments, businesses, expenses, loans, gifts, distributions and more to the trust cash flow modelling.

The firm said this capability is the latest in a series of enhancements to the intelliflo office suite with the aim of facilitating detailed projections and real-time scenario modelling for multi-entry advice and clients with trust and self-managed super funds, with corporate entity support to be released shortly.

Jovana Djordjevic, director of customer success at intelliflo, said this upgrade comes on the back of the growing popularity of trusts as a wealth protection tool.

“Intelliflo has set a precedent of listening to its Australian customers and rolling out updates that enhance both the adviser and client experience – our trust modelling update is the latest iteration of that,” Djordjevic said.

“The trust modelling update recognises the increasing appetite for trusts in Australia and will empower advisers to offer more detailed projections for their clients with family or discretionary trusts.”

This announcement marks a continuation of the intelliflo trend of providing consistent product enhancements following the launch of the firm’s Customer-Inspired Change Programs in late 2022, which has resulted in an average of three customer-driven changes per week.

As a result of this program, intelliflo delivered 138 enhancements in 2024, 79 of which directly benefited Australian users, including the launch of several new business intelligence dashboards in October to help advisers solve data quality and workflow management challenges.

Furthermore, November saw intelliflo launch an integration with Capital Preferences’ client engagement suite, introducing “gamified” client questionnaires to help advisers gain a deeper understanding of their clients’ situation and build stronger adviser-client relationships.