12 June 2024
Client portals are becoming a prized item on the Australian financial adviser’s service menu, with oversight and security among their…
Stuart Alsop Head of Sales at intelliflo Australia
10 April 2024
In an era where the seamlessness of banking apps and smart home devices has become a benchmark for user experience, the realm of professional advice technology…
21 September 2023
In today’s digital age, innovation is reshaping the way we access and interact with financial services. As the rise of technology continues to blend into…
18 August 2023
Cashflow modelling is an integral piece of the puzzle when it comes to working with new clients. But as time goes on, and your relationship with clients…
21 July 2023
As financial advisers, you’re likely all too familiar with the sense of unease that can ripple through your clientele when markets demonstrate unpredictable…
