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 …

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

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 …

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 …

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

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 …

Apr 10, 2025 · With intelliflo redblack’s advanced rebalancing and tax efficiency tools, RIAs can provide their clients with smarter investment strategies that maximize wealth while minimizing …