Build and manage financial plans efficiently with intelliflo from digital risk profiling to real-time product research and automated document storage, all in one streamlined workflow.

From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate …

intelliflo is the UK’s leading provider of financial advice software, empowering firms across the UK and Australia to streamline advice journeys, engage clients, and grow their business.

From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate …

Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your business management processes, improves efficiency, and saves you time.

Our back-office integration with intelliflo office (iO) gives you access to a host of up-to-date information on your client’s portfolios at your fingertips. The integration will provide the latest valuation on your …

Built as a seamless two-way experience between intelliflo office and the personal finance portal, intelliflo video provides your clients with a ‘digital library pass’ to product-focussed and educational online …

Simon Cowley at YorWealth, an intelliflo office user, has seen significant time savings with PlannerPal. He now saves an hour per meeting, gaining back 25-30% of his week for business development and …

Leading financial advice providers use intelliflo office to adapt to these changing needs. Through intelliflo store, you can browse and purchase apps from our partners to fill process gaps in your business or …

Through the intelliflo store you can browse and install apps from our integrated partners to fill process gaps in your business or provide your clients with an enhanced experience.