Our September Offer

Our latest announcement with Carlyle means we’re set up for even more innovation, and with this new chapter, we’re primed to continue powering the core of advice firms, making the everyday easier for you.

And to celebrate, we’re passing on the good vibes to you, with a range of incentives to partner with intelliflo this Autumn.

For the first 50 firms, if you sign by 30th September 2025 and go live with us before the end of this year, you’ll benefit from:

1. Our best-practice onboarding service
Our dedicated team will get you live, with no interruption to your operations!

2. Complimentary implementation service
Saving you between £2,000 and £5,000

3. Complimentary database migration service
Saving you between £2,000 and £5,000

4. £1,500 in intelliflo services credit
Yours to spend on future data services!

 

Take advantage of this offer

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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.