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What is EATT?
EATT 2024 Disturbance Demo – Intelliflo
- Financial Forecast is the latest functionality available through intelliflo’s personal finance portal.
- intelliflo’s powerful cashflow modelling capability to turn clients’ financial details into beautifully simple graphs that give clarity to their financial plans.
- It removes the complexity of cashflow modelling and has been designed to give clients an insight into how their financial adviser could help them to better plan for their future.
In their own words:
- intelliflo widens access to financial advice through leading technology which powers the financial advisory experience.
- We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow.
- Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.
Product Displayed: Financial Forecast within the Personal Finance Portal
Presenter: Aishling Costello