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.

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.

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.

This list is growing as we continually add integrations based on adviser requests. A single integrated ‘eco-system’ intelliflo office is your front, middle and back office system rolled into one – one place …

“intelliflo office allows us to efficiently manage client information, ensuring better service and compliance. It also allows for better tracking and reporting, which is crucial for regulatory purposes and internal …

Discover more than 800 knowledge articles on intelliflo solutions, added to every week. Access the intelliflo Academy, where our digital courses are hosted for a more curated learning journey. See …

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.

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 …