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 …

Through intelliflo store, you can browse and purchase apps from our partners to fill process gaps in your business or deliver an enhanced experience for your clients.

intelliflo IQ’s intelligent advice assistant is the ultimate tool for proactive and efficient financial planning. It utilises an advanced algorithmic advice engine to identify material changes in your …

Provide your clients with a holistic financial overview by combining data stored in intelliflo office with their cashflow information, bank accounts and credit cards to create a single, centralised …

Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your business management processes, improves …

intelliflo planning lets you build, stress-test and adapt client plans with minimal effort and maximum impact. Visually engage with clients, give them confidence in their financial life …

Our CEO, Nick Eatock, took to the stage to reveal 11 major product innovations including intelliflo zerokey, Flo, and intelliflo IQ all designed to help firms work smarter and deliver even greater …

Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your business management processes, improves …