Our Partners
Explore best-of-breed integrations available via the intelliflo store, designed to make your life easier. Browse and install apps from our partners to fill process gaps and enhance your client experience.
Featured integrations
QuickSMS
QuickSMS expands the capability of intelliflo office to send SMS directly to your clients — all with a clear audit trail back into intelliflo office.
Faybl
Faybl is an autonomous AI workflow agent that completes multi-step workflows, manages communication, prepares documents, and keeps your practice moving with intelligent automation.
intelliflo cashflow modelling
A powerful and integrated cashflow modelling solution that enables you to quickly build, stress-test and adapt plans with minimal effort and maximum impact.
Browse our integrated partners
Netwealth
The Netwealth Data Connector enables intelliflo users to receive automatic daily data feeds containing client account, holding and transaction information for Netwealth client accounts.
The Netwealth Data Connector enables intelliflo users to receive automatic daily data feeds containing client account, holding and transaction information for Netwealth client accounts.
intelliflo cashflow modelling
A powerful and integrated cashflow modelling solution that enables you to quickly build, stress-test and adapt plans with minimal effort and maximum impact.
Glia
Connecting with clients digitally
DocuSign
Electronic signatures in PFP documents
FE Analytics
FE Analytics is a one-stop tool for all your investment research and analysis, portfolio construction, due diligence, ongoing monitoring, and reporting.
Recordsure AI
Recordsure AI is a suite of speech and document analytics tools that provide AI-driven RegTech solutions for suitability and assurance reviews.
Macquarie
Macquarie’s Banking and Financial Services (BFS) group comprises Macquarie’s retail banking and financial services businesses. It offers a diverse range of personal banking, wealth management, and business banking products and services to retail clients, advisers, brokers, and business clients.
The Macquarie Datafeed is a free service that allows you to view Macquarie account balances on existing accounts and linked cash accounts.
Insignia Financial
Insignia Financial delivers innovative solutions and technology to financial advisers across Australia aiming to improve the financial wellbeing of all Australians.
Insignia Financial uses the EPI 4.3 IOOF Group datafeed, a one-way feed, to provide clients’ personal and investment data to intelliflo.
BT Panorama
BT is one of Australia’s leading wealth management companies, which has been helping Australians protect, manage and grow their wealth by providing investment, superannuation and insurance solutions.
The BT Panorama datafeed service allows you to receive daily portfolio valuations for your clients’ ‘BT Panorama Super’, ‘BT Panorama SMSF’ & ‘BT Panorama Investments’ accounts.
Mason Stevens
Mason Stevens is a specialist wealth platform provider that focuses on Managed Accounts.
Mason Stevens provides data to intelliflo through the EPI 4.2 data standard, which all products are supported by. All products supported by the platform such as global equities, multi-currency cash, fixed income, managed funds. However, this is dependent on intelliflo being able to support all of these products.
Praemium
Praemium is an online investment reporting platform
The world’s leading financial advisers, investment managers, institutions, accountants and product providers use Praemium to manage or administer their investments globally across more than 500,000 accounts. This provides a smooth exchange of data between the Praemium system and intelliflo.
Paradino
From file notes, to paraplanning requests, Paradino automates the advice process so you can focus on what you do best. Paradino takes your meeting recording or transcript and uses AI to generate file notes in minutes.
ProductRex
ProductRex is an investment product comparison and research tool for the Australian financial services industry.
Colonial First State
FirstChoice Datafeed
Datafeeds reduce the administrative burden for advisers and their support teams by removing the need for multiple data entry and manually keying in data to update client database systems with FirstChoice client portfolio information.
HUB24
A datafeed of client accounts on HUB24
By registering for an EPI data feed, you’ll be able to receive data feeds directly into your intelliflo account.
New users registering for an EPI login for the first time will have the ability to choose the level of data they’d like to sent to their intelliflo account.
RetireMap
RetireMap is an advanced financial modelling platform integrated with intelliflo. It enables advisers to model complex strategies quickly, push outputs back into intelliflo seamlessly, and deliver clearer, more confident advice without slowing down their workflow.
Model Office
Model Office-MO® AUS RegTech App supports financial advisers and wealth managers to self audit and benchmark their firm against the ASIC regulations and the Royal Commission key recommendations to ensure firms know they are compliant and what to do next if they have any gaps or blind spots.
Chant West
Our Super Switching Tool allows you to tailor product comparisons for your clients and compare different strategies against their individual investment objectives. It also provides access to our quality research and granular super data to support and inform better investment decisions.
DigitalChameleon
DigitalChameleon presents two revolutionary tools - Fact Find & ChatLink - designed to transform your online engagement strategies and streamline your advisory practice.
Profile Creator
Profile Creator is a white-labelled digital fact find with deep intelliflo Office integration. Your clients can complete comprehensive onboarding or update their existing records—all without manual data entry on your end.
OmniLife
OmniLife allows financial advisers to compare premiums and product features from 100+ Australian life insurers. This integration allows you to transfer your intelliflo office clients into OmniLife and create reports to send back to intelliflo office.
Feezily
Process provider revenue statements using drag and drop simplicity in a Feezily's modern, easy to use web based interface. Feezily understands well over 100 different Australian investment, insurance and loan provider formats for instant processing.
ERIG Index
The ERIG Index is a robust fund grading framework that Financial Advisers can use to build RI portfolios. intelliflo users can generate ESG profiles for funds and portfolios, instantly viewing detailed ESG analyses of individual holdings and the portfolio as a whole.
Capital Preferences
Internationally validated client discovery methods engage clients, build interest, and drive personalised investment solutions, at scale.
Simple KYC – Verify Lite
Simple KYC provides automated solutions to conduct due diligence, on individuals and businesses, throughout the customer life cycle.
Worksorted
Worksorted tackles the everyday tasks that bog down your team, freeing them to focus on what truly matters - serving your clients. We understand that over 80% of staff time goes towards essential but time-consuming operational tasks.
Faybl
Faybl is an autonomous AI workflow agent that automates everyday tasks that slow advisory teams down - freeing them to focus on clients.
QuickSMS
QuickSMS expands the capability of intelliflo office to send SMS directly to your clients — all with a clear audit trail back into intelliflo office.