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 * Empowering you
   * Your clients’ journey
   * Understanding your clients
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   * intelliflo office One powerful advisory platform
   * intelliflo connect Your complete online community
   * intelliflo store Apps for an enhanced experience
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WE TRANSFORM THE ADVISORY EXPERIENCE

Your advice can be life-changing.
Our technology makes it possible.

Book a demo


OFFICE

Today’s clients expect access to products and services online, whenever and
wherever they need it. Leading financial advice providers use intelliflo office
to adapt to these changing needs.

Discover more


STORE

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.

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CONNECT

intelliflo connect supports you every day by helping you learn, interact and
manage cases in a real-time environment.

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FINANCIAL SOLUTIONS THAT DRIVE GROWTH AND BRING SUCCESS

 

We provide world-leading advisory platforms that support you, your clients and
your business at every step.

Who we are



SOLUTIONS THAT SPAN THE ADVISORY LIFECYCLE


PRACTICE MANAGEMENT

Handles the day-to-day running of your practice for smoother operations.


FINANCIAL PLANNING

Delivers scenario modelling to help your clients build brighter futures.


PORTFOLIO MANAGEMENT

Helps you manage complex portfolios at scale.


DIGITAL ANALYTICS

Provides comprehensive reporting of client and business activity.


MANAGED SERVICES

Automate your business processes, giving you more time for clients.




TECHNOLOGY DESIGNED AROUND YOU


GET STARTED QUICKLY

With no software to install, all you need to do is connect with our team.
They’ll support you with demos, data migration, onboarding, training and more.


KEEP UP TO DATE

Keeping up with regulatory requirements, tax changes, legal changes, fund
changes and new integrations is all taken care of.


SECURITY ASSURED

Protecting your clients’ data is as vital to us as it is to you. Our solutions
are protected, secured and validated by the ISO 27001 stamp of approval.


FOR ANY SIZE OF BUSINESS

Our technology is affordable and effective for smaller firms, but powerful
enough to support large institutional and enterprise customers.




30,000

Professionals supported worldwide


OVER 3 MILLION

End-investors represented


OVER $1 TRILLION

Assets under advice serviced on our platform


PROUD OF OUR OPEN ARCHITECTURE

Our solutions bring you the opportunity to connect to 100+ integrations, adding
what you need for your business at the right time for you.


CONTINUALLY IMPROVING

We feed insight provided by you back into our solutions – so you continue to
receive state-of-the-art services to help you grow.


SEAMLESS, USABLE AND INTUITIVE

Pairing best-in-class user design and functionality ensures your navigation
experience is intuitive and the advice process is seamless.


STAY AHEAD OF THE MARKET

Matching your pace with the continuous evolution of our solutions ensures you
stay one step ahead of your competition.


FIND THE TIME TO FOCUS ON YOUR CLIENTS

We handle your tech, so you can focus on what really matters – building great
client relationships.

Our solutions


We transform the advisory experience for you, your clients and your business.

 



Book a demo


SOLUTIONS

 * intelliflo office
 * intelliflo store
 * intelliflo connect


INSIGHTS

 * All insights
 * Thought leadership


COMPANY

 * About
 * Join us
 * Privacy policy
 * Cookies
 * Cookie settings
 * Terms of use

 

 


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© Copyright 2023 intelliflo limited

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and/or access device information. Consenting to these technologies will allow us
to process data such as browsing behaviour or unique IDs on this site. Not
consenting or withdrawing consent, may adversely affect certain features and
functions.
Functional Functional Always active
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or user, or for the sole purpose of carrying out the transmission of a
communication over an electronic communications network.
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statistical purposes. Without a subpoena, voluntary compliance on the part of
your Internet Service Provider, or additional records from a third party,
information stored or retrieved for this purpose alone cannot usually be used to
identify you.
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