The end-to-end advice software powering advisory journeys
Streamline advice journeys, engage clients, and grow your 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 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.
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.
Why advice firms across Australia are
switching to intelliflo
Meeting evolving client expectations
Our client base now wants more, expects more, and deserves more. intelliflo office has become central to how we deliver a more comprehensive, modern client experience.
One system, total oversight
intelliflo has made my life a lot easier. Everything I need is now in one place.
Seamless onboarding, ongoing confidence
We have received exceptional support and patience from the intelliflo support team, which has surpassed our experience with our previous provider.
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.
Our valued partners
Explore our best-of-breed integrations via the intelliflo store. Browse apps from our integration partners to tailor your technology stack and fill process gaps.
Discover what intelliflo office can do for your 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)