Latitude Private Wealth Case Study on intelliflo

This case study presents the experience of Latitude Private Wealth, a financial planning business based in Adelaide, South Australia, after adopting intelliflo's services. The document outlines the business challenges faced by Latitude, including the need for secure processes, the inefficiency of using dual systems, and the high costs associated with their previous provider. Latitude sought a single solution to manage workflows and paraplanning effectively. After evaluating several options, they selected intelliflo due to its capabilities, including secure document delivery and client portals. The case study details the positive impacts of intelliflo on Latitude's operations, including improved workflow efficiency, expedited delivery of Statements of Advice (SoAs), and enhanced client engagement through digital tools. Feedback from key personnel highlights the smooth data migration process and the ongoing support received from intelliflo, which has significantly reduced turnaround times for financial planning tasks. Overall, the case study illustrates how intelliflo has facilitated Latitude's growth and operational efficiency.