The UK's leading provider
of advice tech
Streamline advice journeys, engage clients, and grow your business
with our market-leading technology.
An integrated ecosystem
rated 4.1 out of 5 from 6,500+ customers
Establish
Establish client relationships
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 any time, on any device.
Collect
Collect client information
Deliver a complete view of your clients’ finances with intelliflo’s integrated cashflow modelling, supporting self-serve access, open banking links, and consistent, compliant advice.
Analyse
Analyse your clients’ financial status
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.
Develop
Develop & present plans
Develop robust financial plans with intelliflo office. Digitally assess risk, compare products, and automate documentation, all within a secure, compliant, and time-saving environment.
Implement
Implement financial plans
Key less. Do more with wealthlink. Action financial plans directly from intelliflo office. No platform logins. No rekeying. Just faster, smarter investment management built for better outcomes and full suitability.
Review
Review & service existing clients
Data is key to delivering the personalised experiences clients expect. By using intelliflo’s technology to make the most of your data, you can drive deeper engagement, build loyalt, and support long-term business sucess.
Trusted by 66% of the
UK's top 150 advice firms
Technology at the heart of advice
I really believe in the benefits intelliflo can bring to advice firms, but to make the most of its potential you need to promote the technology to your clients as a central part of your advice process. That’s how I set up the business four years ago, it’s exaclty how I feel today and it’s the way forward for us as well.
One system, total oversight
With intelliflo office, we can now efficiently manage client information, ensuring better service and compliance. The digital system also allows for better tracking and reporting, which is crucial for regulatory purposes and internal audits. We used to be reliant on external providers for information, but now it’s all available in-house, in our own system.
Seamless onboarding, ongoing confidence
I’d say absolutely just do it. I wouldn’t even hesitate now, knowing the structure of the onboarding process and the ongoing support. You have your hand held the whole way and the fact that we keep the same support team throughout has also been a huge plus.
The transformative power of advisory experiences
Our eAdviser index demonstrates the positive impact that embedding integrated technology into your firm, has on the advice process. The more features of intelliflo office adopted by the firm, the deeper the benefits received.
Key less,
do more.
wealthink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.
Our valued partners
Explore our partners’ offerings, from tech consultancy, and bespoke training, to the 140+ seamless integrations available via the intelliflo store, designed to make your life easier.
