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 business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency.
Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.
Our culture
Our culture is built on collaboration, curiosity, and creativity. We embrace diversity and inclusivity, knowing that different perspectives drive smarter solutions and better outcomes for our clients. Innovation is at our core, we constantly explore new technologies and ways of working to simplify financial advice and empower advisers. Every voice is valued, every idea has impact, and our teams are encouraged to experiment, learn fast, and challenge the status quo, all while supporting one another in a flexible, transparent, and open environment. Together, we are shaping the future of financial advice with energy, purpose, and ambition.
£505bn
assets managed through our software
29,000+
advice professionals supported
2.2m
end investors represented
A full suite of software features
Building great financial plans requires tools that work together.
That’s why advice firms use intelliflo office and it’s seamlessly integrated suite of features to power the advisory experience.
Practice management
Drive efficiency across your front, middle, and back office with integrated software that streamlines the entire financial advice journey.
Financial advice software
Access a fully integrated suite of tools to deliver exceptional financial advice, from product research and quoting to building personalised investment plans.
Account opening & implementation
Open, manage, and maintain client investment plans in minutes, all in one place, with our seamless, one-stop financial advice software.
Cashflow modelling
Create powerful, visual, and easy-to-understand cashflow models that bring plans to life with dynamic, side-by-side scenario graphs.
Client portal
Offer clients a secure, personalised digital experience on any device, enhancing engagement and confidence in their financial future.
Client relationship management
Strengthen every client relationship with a modern, scalable CRM designed specifically for financial advisers.
Artificial intelligence
Harness AI-powered financial planning tools to boost adviser efficiency, enhance client success, and lower the cost to serve.
Business intelligence
Turn real-time data into actionable insights with integrated business intelligence tools that power smarter decisions and long-term growth.
Document management
Produce compliant, branded reports and share them securely with document management tools that streamline workflows and build client trust.
Income & fee management
Take control of revenue with automated income management – configure settings, import statements, and close month-end faster.
Tasks & workflows
Automate key processes and track deadlines effortlessly with workflow tools that supercharge productivity and reduce admin.
Valuations
Provide clients with real-time investment valuations from leading providers, automatically, on schedule, or in bulk.
intelliflo and Carlyle– a powerful alliance
intelliflo is owned by Carlyle, one of the world’s leading global investment firms, benefitting from their deep experience in scaling software companies. Their investment reflects strong confidence in our business and supports our continued focus on delivering great value to clients, with a renewed emphasis on building innovative solutions that meet the evolving needs of our core UK and Australian customer bases.
Supporting advice professionals across UK and Australia
Our customers are based in the UK and Australia, with a global team working from offices in the UK, Australia and India.
Press office
For all media enquiries, please contact [email protected]