Tech holding you back?

If your current advice tech is complicated, cumbersome and everything comes at an additional cost, it’s time to join more than 2,200 advice firms who switched to intelliflo. Our dedicated onboarding team will get you up and running quickly.

Schedule a personal consultation today and discover how intelliflo office can transform your firm

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3 ways we make switching seamless

  • Our dedicated migration team are ready to get started, and will have you up and running in no time.
  • Experience speaks volumes – we’ve migrated over 2,200 firms from all providers including Iress, True Potential and Time4Advice.
  • We work with you hand-in-hand to extract, cleanse, and import your vital client data using pre-prepared migration scripts.

Reasons why we’re the UK’s #1 choice:

  • Client portal and cashflow modelling as standard
    An integrated and powerful suite of tools are all included in the cost, with no bolt-ons required.
  • Unparalleled integrations
    Access over 140 ‘best in breed’ apps that suit your firm, giving you maximum flexibility.
  • Unlocking the value of your data
    Access powerful business intelligence and higher quality management information to make better decisions.
  • Delivering proven success
    Firms that embed intelliflo technology have proven to generate more revenue than their peers.
  • Experienced in data migration
    We’ve performed over 2,200 successful migrations and we’ll even help cleanse your data.
  • Dedicated onboarding support
    Our experienced team are on hand and will have you up and running in no time.