FromLeadtoClient
Thenew,end-to-endsolutionforFinancialAdvisers.
Why Finflo?
Australian advisers are tired of the same issues.
An endless tech-stack, subscriptions that only solve one issue, and information spread across platforms.
You need one place to run your entire process from start to finish, with all the automation you’d expect.
Finflo finally lets you have it all:
A fully customisable platform built to fit the way you work.
So you can run your practice the way you’ve always wanted to.
Your process, one space.
It's no secret advisers are sick of expensive, disjointed platforms that leave them unorganised.
From prospects to clients, Finflo keeps your entire process in one place.
Get back to focussing on advice with all the tools you need, exactly where you need them.
Your SoA, Your Way.
SoAs take you hours to produce manually, or you’re stuck reviewing endless drafts of generic AI text.
With Finflo, create your templates once, and automate your SoA’s, or any document you need.
Your words remain exactly the same every time.
Let Finflo fill in only what needs to change.
So you can instantly create documents ready for your approval, and always compliant.
Your data, modernised.
Still wasting time on data entry and searching through your notes for answers?
Finflo collects and organises your data automatically, ready to refresh your memory before a meeting, update client records upon approval, or turn information into instant answers.
Spend less time on the admin, and more time delivering advice.
Built to withstand an audit.
Data residency
Client data is stored and backed up onshore, in Australian data centres.
Compliance Audit Trail
Every action is logged with a full compliance audit trail for transparency and accountability.
End‑to‑End Encryption
Protected with end‑to‑end encryption using SHA‑256 and TLS 1.2/3 to safeguard every interaction.
AI Doesn’t Train on Your Data
Your information is never used to train AI models, ensuring complete privacy and control.