About intelliflo 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 …

Through the intelliflo store you can browse, filter and install apps from our wide range of integrated partners.

We have a global outlook and global reach. Find full details of our offices across the world.

Our client portal: a window into their financial world The intelliflo personal finance portal (PFP) is an all-in-one solution that lets your clients understand their financial position in detail, and at a …

If you’re a financial advisory business looking for additional training, consultation and outsourcing support on intelliflo solutions, our certified partners are on hand to help you.

intelliflo office simplifies processes, improves efficiency, and saves you time. The results are clear: firms like yours could increase revenue by up to 105% and manage 86% more assets under …

10 reasons to use intelliflo office intelliflo office is the most comprehensive end to end web-based business management system in the UK financial services market. This ‘one-stop shop’ lets …

The UK's leading provider of advice software. Streamline advice journeys, engage clients, and grow your business.

Find out how we manage your data, preserve your privacy and security, and uphold our legal and governance responsibilities.

intelliflo planning is a powerful cashflow planning tool that helps demonstrate the value of your advice. Sign up for a 30-day free trial.