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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 📞
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/
Viva Wealth wanted to get more from its technology - without committing to a major change until they saw how it worked in practice.
So the team took part in the iff Explore Program, an opportunity to test iff within their existing advice workflow and see how bringing modelling and advice production together could streamline the process.
The experience gave the team the confidence to adopt iff across its advice process.
For Founder and Director Michael Carmody, the biggest benefit hasn’t been changing software costs. It’s been what the team can do with the time saved.
'The time saving is a massive benefit and positive for the business, allowing us to serve more clients, do more with them, and have a more accurate product at the end of the day.'
It’s a practical example of how improving the technology behind advice delivery can create more capacity for clients, advice and growth.
Hear more about Viva Wealth’s experience with iff 👉🏻 https://opexconsulting.com.au/creating-more-capacity-for-clients-viva-wealths-experience-with-iff/
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08/09/2026
The more systems your advice team relies on, the more important it is that they work together.
When client data, modelling and advice production need to move between platforms, every extra manual handoff can add more work to the process.
The iff × Fin365 integration connects CRM, business operations, modelling and advice production, helping reduce unnecessary handling between systems and create a more connected workflow.
Want to see what a more connected workflow could look like? Explore iff × Fin365 or get in touch to see the integration in action 👉 https://www.iffadvice.com.au
04/09/2026
Sometimes the value of advice only really clicks when a client can see its true potential.
That’s where technology can help turn the numbers into a clearer picture of what comes next.
When Mark Aranjo from Grimsey Wealth entered a client’s details into iff, the results showed their existing goals had already been achieved.
His first thought? It must be a glitch.
It wasn’t.
Instead, it opened the door to a completely different conversation, one that moved beyond the goals the client had already set and towards what else could now be possible.
'iff challenges us and our clients to dream bigger.'
- Mark Aranjo, Partner, Grimsey Wealth
See how iff can help create more meaningful advice conversations.
Want to see iff in action? Explore the platform and see how it could change the way you have advice conversations with clients 👉🏻 https://www.iffadvice.com.au
26/08/2026
Creating strategies doesn't have to be manual.
iff's Strategy Builder helps advisers model multiple scenarios quickly, compare outcomes, and clearly demonstrate the impact of different strategies - all without tedious manual steps.
That means more time for advice, smoother workflows, and better client conversations.
Book a demo 👉 https://iffadvice.com.au/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social
90 days from first appointment to Statement of Advice. That's what Ian Bowrey and the team at My Fortress found when they took a closer look at their advice process.
'The issue wasn't with our advice process as such. It was with the technology that was supporting the advice process.'
In our Connected Advice Ecosystem panel discussion, Ian shares what prompted that realisation and why connected technology became the key to improving efficiency, consistency, and the client experience.
Watch the full webinar 👉 https://opexconsulting.com.au/connected-advice-ecosystem-live-industry-panel-discussion/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social
13/08/2026
Advice bottlenecks don't have to be part of doing business.
For many firms using iff, producing SoAs in-house has removed the traditional delays associated with outsourced paraplanning, while significantly reducing post-merge editing.
This means faster advice delivery, more control, and a workflow that's easier to scale.
Book a demo 👉 https://iffadvice.com.au/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social
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