Who we are

We are a global leader in financial advice technology; providing solutions that power and streamline the advisory experience

We support more than



We represent over

3 million
1 million


With over

$1 trillion

assets serviced across our platforms

intelliflo in Australia

We are now live in Australia, actively onboarding and supporting early adopter firms, ahead of our full market launch.

If your firm wants to benefit from being an early adopter of our marketing leading financial advisory solutions, simply get in touch.

The intelliflo story

At intelliflo we have a mission – to widen access to financial advice through market leading technology – and we’ve been successfully doing this in the UK since 2006. In 2021 we brought together two UK businesses (Intelliflo and i4C) and three US businesses (Jemstep, Portfolio Pathway, RedBlack) under the new single global brand of intelliflo. Today, we are a global leader in end-to-end technologies for financial advice, across the UK, Australia, and the US.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

What we do

Putting our combined experience and expertise to work for our customers across the globe, we deliver intuitive financial advisory solutions that simplify their processes, adapt to their needs, and help their businesses grow.

Our principles

  • Open and integrated - We take pride in providing open architecture solutions, the right integrations and pro-actively modifying our offering to better serve our customers and their clients
  • Helping you grow - We match our customers pace with a continuous evolution of our tools and solutions to ensure our customers are always one step ahead of the competition
  • Making the complex simple - We aim to create the most advanced solutions, paired with best-in-class user design and functionality to ensure a seamless experience
  • Intelligence in action - We draw on a wealth of expertise and knowledge, unmatched in the industry, and use our insights to deliver intelligent tools, solutions and services
Our solutions