Intelliflo, the cloud-based tech platform for financial advisers, has added 300 updates to its system over the past two years after feedback from customers.

The firm, used by many financial advisers as part of their back office admin, launched its Customer-Inspired Change programme in October 2022.

The initiative has produced an average of three updates per week since then, Intelliflo said.

The Customer-Inspired Change invites users to suggest enhancements which the broader customer community then votes on with the best ones adopted and implemented.

Updates have led to efficiency gains, automating time-consuming processes, reducing errors and improving business outcomes, Origo said.

The changes have also enabled users to cut down on manual tasks and devote more time to client-focused work. There are also signs some users have been able to open the door to more clients, the firm said.

Richard Wake, Intelliflo UK chief customer officer, said: “By involving our customers in shaping the future of Intelliflo office, we ensure our platform evolves in ways that directly benefit them.”

He added: “User feedback is essential to meaningful progress. In just two years, we have completed over 300 updates based on customer insights, each aimed at improving user experience and adviser efficiency.”

The updates have also enhanced client portals and cashflow planning tools. Advisers participate in monthly solution webinars to share feedback and stay informed on new updates.

Intelliflo software is used by more than 30,000 financial advisers worldwide covering 3m end clients.