Intelliflo launches financial planning tools

IntelliFlo has launched a set of tools which allow pension and investment advisers to tailor financial plans for their clients' future.

The Intelligent Office Financial Planning and Fund Analysis tools allow advisers to work with their clients to shape financial plans for future goals and forecast a range of possible strategies taking into account a wide range of considerations including current circumstances, income requirement and attitude to risk.

The system also covers TCF requirements and ensures better compliance and reduces admin costs.

Tools consist of three stages: Action, allowing establishment of a plan and editing of a current client portfolio, Execution, which is committed to recommendations, creating new plans and updating fund data and lastly, Fund Analysis, providing fund information for clients. They will also produce the latest fund reports.

Commenting IntelliFlo chief executive, Nick Eatock says the group talked to a number of advisers before developing the new tool to ensure it was the best on the market.

"In today's tough environment, advisers need to use technology effectively to work with their clients so they can demonstrate real added value - our new Financial Planning and Fund Analysis tools enable them to do that efficiently and cost-effectively," he says.