The UK's leading provider
of software for financial advisers
Streamline financial advice journeys, engage clients, and grow your IFA business
with our market-leading advice software.
Rated 4.1 out of 5 from 9,500+ survey responses*
Establish
Establish client relationships
From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives financial advisers (IFAs) 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 advice
Build and manage financial advice efficiently with intelliflo – from digital risk profiling to real-time product research and automated document storage, built for financial advisers (IFAs).
Develop
Develop & present plans
Develop robust financial advice plans with intelliflo office. Digitally assess risk, compare products, and automate documentation, all within a secure, compliant, and time-saving environment.
Implement
Implement financial advice 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 loyalty, and support long-term business success.
Trusted by 66% of the
UK's top 150financial advice firms (IFAs)**
Technology at the heart of financial advice
I really believe in the benefits intelliflo can bring to IFAs, 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 financial advice 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.
intelliflo IQ is here!
Cut your cost-to-serve by up to 85% with our AI assistant.
Get started today and try for free for the month of February.
The transformative power of software for financial advisers
Our eAdviser index demonstrates the positive impact that embedding integrated technology into your financial advice firm, has on the financial advice process. The more features of intelliflo office adopted by the firm, the deeper the benefits received by IFAs.
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 financial advisers (IFAs) lives easier.
Discover what intelliflo office can do for your financial advice (IFA) business today.
* Rated 4.1 out of 5 on average by 9,592 responses in intelliflo’s customer satisfaction survey (November 2025)
** Source: FT Adviser – Who are the top 100 and top 50 boutique advice firms in the UK? (October 2025)