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Iff

What if your advice software actually saved you time? iff simplifies and streamlines advice delivery. Faster advice. Better quality. Zero compromise.

iff is the tool that makes your existing advice delivery process faster, smoother, and more client-friendly - without sacrificing quality. Most advice software delivers documents that tick boxes. Not ones clients actually want to read. They’re bloated, hard to follow, and miss the mark on clarity and engagement, not to mention that they take so long to create. iff is built to help financial advice practices grow, without adding complexity. It streamlines your advice process, cuts down production time, and helps you serve more clients with the same high standard of care. It's the structured, repeatable framework with iff that drives efficiency, boosts margins, and enhances client engagement. iff always keeps the client in mind. Backed by Opex’s industry expertise, iff gives you the tools to deliver compliant, high-quality advice faster – so you can scale efficiently and stay focused on what matters most. Ready to double down on efficiency and growth? Here’s how iff can benefit your practice:
👉🏻 Save hours on advice production without cutting corners
👉🏻 Improve the quality and consistency of your advice delivery
👉🏻 Integrate seamlessly with the platforms you already use

Let’s transform your advice process. Contact us today 📞

29/10/2026

Bringing on new clients is one part of growth. Creating the capacity to support them efficiently is another.

As a practice grows, the way your systems work together can become increasingly important. When information needs to move between multiple platforms, it can create more manual handling, platform switching and handoffs across the advice process.

That’s where the iff × Fin365 integration can help.

Fin365 supports CRM and business operations, while iff supports modelling, strategy and advice production. Together, they help information move more consistently across the practice, supporting a smoother way to deliver advice as the business grows.

Explore how a more connected workflow could support the next stage of your practice, or connect with us to see the integration live 👉🏻 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

27/10/2026

Ever had one presentation completely change how you think about a process? That's what happened to Nick Cullis at the Fin365 Tech Conference.

He had already explored other options after finding his previous modelling and SOA process clunky and slow. What stood out about iff was the ability to bring the process together in one place.

'Being able to have it set up effectively all on one page is really what enticed us to go. Well, we've got to explore this and see what this is all about.'
- Nick Cullis, Partner, Ropan Financial Services

Is your team looking for practical ways to improve efficiency in your advice workflow?

Head to our website to learn more, or book a tailored demo to see iff in action 👉🏻 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

22/10/2026

What would your team do with more time each week?

When people, processes and technology work well together, advice teams can spend less time on repetitive tasks and more time on the work that matters.

That could mean:

✅ More time for client conversations
✅ Faster advice delivery
✅ More consistent workflows
✅ Less manual handling
✅ Greater capacity as the business grows

And that extra capacity may already be within reach.

For many advice firms, there are opportunities to streamline how work moves through the business and make better use of the technology already in place.

Sometimes, increasing capacity isn’t about adding more. It’s about finding efficiencies in the systems and processes you already have.

Discover how iff can help streamline advice delivery and create more capacity 👉🏻 https://www.iffadvice.com.au/?utm_source=facebook&utm_medium=post&utm_campaign=oct_2026

21/10/2026

Where does advice work slow down in your business?

For many advice businesses, it’s in the handovers.

Client information sits in one system, modelling happens in another, and advice documentation is prepared separately. Every manual step can create another point where information needs to be entered, checked or reconciled.

The iff × Fin365 integration brings CRM, business operations, modelling and advice production into a more connected ecosystem, with each platform doing what it does best.

Fin365 supports CRM and business management, while iff supports modelling and advice production.

For advice firms, that means improving how your existing technology works together without having to rethink your entire tech stack.

The result can be less duplicate work, cleaner handovers and a more consistent flow of information through the advice process.

Explore how iff × Fin365 could work within your advice business 👉🏻 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

18/10/2026

A decision is easier to make when you know what you're getting into.

That’s especially true when introducing new technology, and it’s why Viva Wealth found the iff Explore Program so valuable.

Rather than making a decision based on a short trial, the team had a longer, structured period to work with iff, test how it fit with their advice process and understand what it could deliver in practice.

For Michael, involving the paraplanning team was particularly important.

'The staff really had a chance to look deep into the product and see what it could do...Normally when you've got a seven-day trial, perhaps the owners or some executive will look at the software, and the paraplanners, the people who are using the software, really don't get a chance to fiddle with it...our staff really had a chance to look deep into the product and see what it could do.'
- Michael Carmody, Founder and Director, Viva Wealth

That hands-on experience gave the team greater confidence in the decision and helped make the adoption of the new software smoother.

Interested in finding out more about the iff Explore Program? Book a demo 👉🏻 https://iffadvice.com.au/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

09/10/2026

When you invest in technology, you want to get as much value from it as possible.

For the team at Planrite, that meant taking the time to learn, adopt and integrate iff into the way they delivered advice.

They started with simpler advice documents and selected strategies, then gradually expanded its use across the paraplanning team and a broader range of advice strategies.

As more of the team became confident using iff, it created greater flexibility in how advice production could be managed.

'Even financial advisers who had not produced a statement of advice in years and years, they actually now know the process.'
- Bianca Iredell, Financial Adviser, Planrite.

That meant advisers could step in and support the paraplanning team when work built up, rather than leaving the process with one part of the team.

Because the value of technology isn’t just in what it can do. It’s in how well it fits the way your business works and how confidently your team can use it every day.

Would you like to see how iff could support your advice business? Explore the website or get in touch and we’ll walk you through it 👉🏻 https://iffadvice.com.au/?utm_source=facebook&utm_medium=post&utm_campaign=oct_2026

29/09/2026

Ian’s biggest regret when it comes to iff? 👇
Waiting.

Looking back on My Fortress’ move towards a more connected advice workflow, Partner and CEO Ian Bowrey says there’s one thing he would have done differently.

Getting started sooner.

Because sometimes waiting for the 'right time' just means living with the same problem for longer.

Hear more of Ian’s experience and practical learnings in the iff × Fin365 Connected Advice Ecosystem - Live Industry Panel Discussion 👉🏻 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/

22/09/2026

What if you could test a smoother way of delivering advice before making a bigger commitment?

That’s exactly what the iff Explore Program is designed for.

Over 30 days, your team can trial iff in a way that’s built to minimise disruption to day-to-day work while giving you the opportunity to see and measure the difference for yourself.

At the end of the trial, if you don’t see the value for your business, you can simply stop.

Test it. Measure it. Then decide.

Learn more about the iff Explore Program 👉🏻 https://iffadvice.com.au

17/09/2026

Improving advice delivery doesn’t always mean changing everything.

Sometimes, it’s about helping the systems you already use work together more smoothly.

That’s what the iff × Fin365 integration is designed to do. By connecting CRM, business operations, modelling and advice production, it can help reduce duplicate data handling, minimise unnecessary switching between systems and create greater consistency across the advice process.

Connect with our team to explore how the iff × Fin365 integration could support a smoother, more efficient advice workflow 👉🏻 https://www.iffadvice.com.au

14/09/2026

Before improving their advice workflow, Viva Wealth relied on Word templates that had to be duplicated, re-saved and manually tailored for each client and strategy.

That meant extra manual handling every time advice moved through the business.

By changing the process behind advice production, Viva Wealth was able to reduce that handling and create a more consistent way to deliver advice.

It’s a good example of how improving the workflow behind the scenes can make the advice process smoother for the team.

Curious to explore more practical ways to create smoother workflows? Visit our website to learn more, or get in touch 👉🏻 https://iffadvice.com.au/

Address

Level 4, 26 Flinders Street
Adelaide, SA
5000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://linktr.ee/iffadvice

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