All partners
Explore our wide range of valued partners, from trusted complementary services, accredited training partners, to best-in-class integrated apps to help you work smarter.
Search and browse the wealth of available partners using the directory below.
intelliflo zerokey
Move data from A to B with ease and without any manual data entry.
Liverpool Victoria
This application is to be used for setting up the Bulk Valuation Service for LV= packaged products, including LV= SIPP, Bond, LV= ISA, and TIP. The feed will only value intelliflo office plans with the Provider Name of Liverpool Victoria.
This application is to be used for setting up the Bulk Valuation Service for LV= packaged products, including LV= SIPP, Bond, LV= ISA, and TIP. The feed will only value intelliflo office plans with the Provider Name of Liverpool Victoria.
Royal London Valuations
This integration will update valuations for your Royal London plans in intelliflo office.
Once installed you will receive the following product data in the feed: Personal Pensions plans, Income Drawdown plans, Section 32 Buy-out Bonds, Executive Pension Plans,Section 226 plans, FSAVC plans,Talisman Continuation Pension Plans, Retirement Solutions Retirement Benefit Schemes, Group Personal Pensions, Group Stakeholder Plans.
Flagstone
Your clients can spread their cash between hundreds of high-interest accounts, from over 60 banks. All in one platform, with one password.
Platform One
An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.
An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.
You can control which advisers and account types receive valuations in your Data Feed settings.
Canaccord Wealth
The app provides a daily list of client positions held at close of business on the previous working day, which is made available through the Bulk Valuation service.
The app provides a daily list of client positions held at close of business on the previous working day, which is made available through the Bulk Valuation service.
Wealthtime Classic
Bulk Valuation feed for Wealthtime Classic. FINIO is a data hub that connects investment platforms, like Wealthtime Classic, with solution providers, like intelliflo office, for the flow of financial data.
Bulk Valuation feed for Wealthtime Classic. FINIO is a data hub that connects investment platforms, like Wealthtime Classic, with solution providers, like intelliflo office, for the flow of financial data.
AJ Bell Valuations
Bulk Valuation feed for AJ Bell Investcentre. FINIO is a data hub that connects investment platforms, like AJ Bell Investcentre, with solution providers, like intelliflo office, for the flow of financial data.
Bulk Valuation feed for AJ Bell Investcentre. FINIO is a data hub that connects investment platforms, like AJ Bell Investcentre, with solution providers, like intelliflo office, for the flow of financial data.
GrowthInvest
Our back-office integration with intelliflo office (iO) gives you access to a host of up-to-date information on your client’s portfolios at your fingertips. The integration will provide the latest valuation on your client’s investments along with details of their cash holdings.
Our back-office integration with intelliflo office (iO) gives you access to a host of up-to-date information on your client’s portfolios at your fingertips. The integration will provide the latest valuation on your client’s investments along with details of their cash holdings.
James Hambro Bulk Valuations
This integration will enable you to see up-to-date information for all your James Hambro & Partners plans in intelliflo office. The data is refreshed daily and is in our overnight feed.
This integration will enable you to see up-to-date information for all your James Hambro & Partners plans in intelliflo office. The data is refreshed daily and is in our overnight feed.
abrdn Platform Valuations
This integration will update valuations for your abrdn Wrap and Fundzone plans in intelliflo office. Once installed you will receive the following product data in the feed: Cash Account, Personal Portfolio (GIA), ISA, SIPP, Onshore Bond, Offshore Bond.
This integration will update valuations for your abrdn Wrap and Fundzone plans in intelliflo office. Once installed you will receive the following product data in the feed: Cash Account, Personal Portfolio (GIA), ISA, SIPP, Onshore Bond, Offshore Bond.
Whitman valuations
Bulk valuation service. Installing this app will give you access to the valuations of client policies held at Whitman through your intelliflo client portal.
Bulk valuation service. Installing this app will give you access to the valuations of client policies held at Whitman through your intelliflo client portal.
LGT Wealth Management
This integration will update valuations for investments with LGT wealth management in intelliflo office.
This integration will update valuations for investments with LGT wealth management in intelliflo office.
AO AIDA Income
Transform your income reconciliation process with AIDA – an intelligent solution that seamlessly integrates with your system.
Transform your income reconciliation process with AIDA – an intelligent solution that seamlessly integrates with your system. AIDA, the system that takes any PDF or Excel spreadsheet, converts and imports them into your IO within minutes.
waystone
This application will enable Waystone Financial Investments Limited to automatically send daily valuations to intelliflo Office, for your Firm’s clients Prudential ISA plans.
This application will enable Waystone Financial Investments Limited to automatically send daily valuations to intelliflo Office, for your Firm’s clients Prudential ISA plans.
Close Brothers Asset Management Valuations
Close Brothers Asset Management Bulk Valuations Application offers you the opportunity to receive daily valuations (as of close of business previous day) for your CBAM managed accounts automatically via intelliflo office.
Close Brothers Asset Management Bulk Valuations Application offers you the opportunity to receive daily valuations (as of close of business previous day) for your CBAM managed accounts automatically via intelliflo office.
intelliflo cashflow modelling
A powerful & integrated cashflow modelling solution that enables you to quickly build, stress-test and adapt plans with minimal effort and maximum impact.
intelliflo video
intelliflo video provides your clients with a ‘digital library pass’ to product-focussed and educational online content.
financial forecast
Give your clients a taster of the power of cashflow modelling.
Open Banking
Enable your clients to connect their bank accounts to Personal Finance Portal so they can get an overview of their income and expenditure.
RBC Brewin Dolphin Valuations
The RBC Brewin Dolphin bulk valuation service will allow you to receive daily valuations of portfolios that are held with RBC Brewin Dolphin.
The RBC Brewin Dolphin bulk valuation service will allow you to receive daily valuations of portfolios that are held with RBC Brewin Dolphin.
Scottish Widows Platform Valuations
Bulk valuations service. Receive daily bulk valuations in intelliflo office for your clients’ plans on the Scottish Widows Platform.
Bulk valuations service. Receive daily bulk valuations in intelliflo office for your clients’ plans on the Scottish Widows Platform.
Insignis Cash Bulk Valuations
Insignis Cash seamlessly integrates with intelliflo to assist advisers in optimising their clients' cash holdings. Through the integration, you can view your clients' cash directly within intelliflo office, alongside their other investments.
Insignis Cash seamlessly integrates with intelliflo to assist advisers in optimising their clients’ cash holdings. Through the integration, you can view your clients’ cash directly within intelliflo office, alongside their other investments.
Rathbones Bulk Valuation
The Rathbones bulk valuation service will allow you to receive daily valuations of portfolios that are held with Rathbones.
The Rathbones bulk valuation service will allow you to receive daily valuations of portfolios that are held with Rathbones.
TrinityBridge Valuations
TrinityBridge Limited offers you the opportunity to receive daily valuations (as of close of business previous day) for your TrinityBridge managed accounts automatically via intelliflo office.
TrinityBridge Limited offers you the opportunity to receive daily valuations (as of close of business previous day) for your TrinityBridge managed accounts automatically via intelliflo office.
Raymond James Valuations
This app allows you to automatically receive bulk RJIS valuations in intelliflo Office without having to manually upload them.
This app allows you to automatically receive bulk RJIS valuations in intelliflo Office without having to manually upload them.
Fidelity Valuations
The Bulk Valuations app runs daily, Monday to Friday, and provides valuation details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.
The Bulk Valuations app runs daily, Monday to Friday, and provides valuation details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.
Fidelity Transactions
The Bulk Transaction History app runs daily, Monday to Friday, and provides transaction details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.
The Bulk Transaction History app runs daily, Monday to Friday, and provides transaction details to intelliflo for all accounts held on the Fidelity Platform – Investment ISAs, Investment Accounts, SIPPs and Junior SIPPs.
Aviva Platform Transactions
This integration will update transaction data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.
This integration will update transaction data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.
Aviva Platform Valuations
This integration will update valuation data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.
This integration will update valuation data for your AVIVA PLATFORM plans in intelliflo office. Once installed you will receive the following Aviva product data in the feed: Pensions portfolio, ISA, GIA.
Aegon Platform Income
Aegon Platform Income Statements provides weekly remuneration details for Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
Aegon Platform Income Statements provides weekly remuneration details for Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
Aegon Platform Transactions
Aegon Platform Transactions runs daily providing adviser firms with full transaction details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
Aegon Platform Transactions runs daily providing adviser firms with full transaction details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
Aegon Platform Valuations
Aegon Platform Valuations runs daily providing adviser firms with valuation details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
Aegon Platform Valuations runs daily providing adviser firms with valuation details (as at close of business previous day) for all their clients’ Aegon Platform policies (including Aegon Cofunds) in intelliflo office.
P1 Platform Bulk Valuations
The App values accounts held on the P1 Platform. It can provide values for client accounts and their underlying holdings such as funds and shares. Valuations are provided by the P1 Platform for analysis, client reporting and to assist with a range of back-office data requirements. The valuation data service is provided daily on an ongoing basis.
The App values accounts held on the P1 Platform. It can provide values for client accounts and their underlying holdings such as funds and shares.
P1 Platform Income Feeds
The App provides income feeds.
The App provides income feeds.
Seccl Income Statements
This integration will enable Seccl to send income statements to intelliflo office for your clients held with Seccl.
This integration will enable Seccl to send income statements to intelliflo office for your clients held with Seccl.
Seccl Bulk Valuations
This integration will enable Seccl to send daily valuations to intelliflo office for your client’s assets held with Seccl.
This integration will enable Seccl to send daily valuations to intelliflo office for your client’s assets held with Seccl.
AJ Bell Transactions
Bulk transaction history service. Runs immediately after AJ Bell bulk valuation job.
Bulk transaction history service. Runs immediately after AJ Bell bulk valuation job.
AJ Bell Income Statements
Automated income statements.
Automated income statements.
Platform One Income Statements
Receive income statements. An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.
Receive income statements. An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally.
Nucleus Fee Reconciliation
This integration will enable Nucleus to send income statements to intelliflo office for your clients held with Nucleus.
This integration will enable Nucleus to send income statements to intelliflo office for your clients held with Nucleus.
Nucleus Valuations
The Nucleus valuation app will allow you to receive daily valuations of all client accounts that are held with us.
The Nucleus valuation app will allow you to receive daily valuations of all client accounts that are held with us.
Waverton Bulk Valuations
This provides a daily portfolio valuation feed from Waverton Investment Management, for selected clients.
This provides a daily portfolio valuation feed from Waverton Investment Management, for selected clients.
Prudential Bulk Valuations
Our back-office integration with intelliflo office will provide a more streamlined process when obtaining bulk valuations for clients with the following plans: Prudential Retirement Account, Prudential Trustee Investment Plan (TIP), Prudence Bond, Prudence Managed Investment Bond, Prudence Distribution Bond, Prudence Prospects Bond, Flexible Investment Plan, Prudential Investment Plan, PruFund Investment Plan.
Our back-office integration with intelliflo office will provide a more streamlined process when obtaining bulk valuations for clients with the following plans: Prudential Retirement Account, Prudential Trustee Investment Plan (TIP), Prudence Bond, Prudence Managed Investment Bond, Prudence Distribution Bond, Prudence Prospects Bond, Flexible Investment Plan, Prudential Investment Plan, PruFund Investment Plan.
Dentons Pensions
This application will enable Dentons to automatically send daily valuations to IO to update any of your firm’s client Dentons SIPP provider plans.
This application will enable Dentons to automatically send daily valuations to IO to update any of your firm’s client Dentons SIPP provider plans.
Multrees Daily Valuations
Previous day close valuations uploaded at 8am for all plans that are linked to a Multrees investment account.
Previous day close valuations uploaded at 8am for all plans that are linked to a Multrees investment account.
Fundment Valuations
The Fundment Valuations Application automatically sends daily valuations to intelliflo office for your client plans that are invested through the Fundment platform.
The Fundment Valuations Application automatically sends daily valuations to intelliflo office for your client plans that are invested through the Fundment platform.
Transact Income Statements
This service will import Transact remuneration data into intelliflo office.
This service will import Transact remuneration data into intelliflo office.
ReAssure Bulk valuations
ReAssure provides a daily, automatic policy valuations feed for Financial Advisers who are registered on ReAssure Now, ReAssure’s online portal service.
ReAssure provides a daily, automatic policy valuations feed for Financial Advisers who are registered on ReAssure Now, ReAssure’s online portal service.
Parmenion Bulk Valuations
The integration is set for an automated daily bulk valuation service and will update policies provided by Parmenion, with up to date valuations and fund data.
The integration is set for an automated daily bulk valuation service and will update policies provided by Parmenion, with up to date valuations and fund data.
Octopus Investments
Our back-office integration with the intelliflo office system should make it easier and quicker for you to provide information to your clients. The integration will provide daily bulk valuations for your client’s investments held with Octopus through your own iO back office system.
Our back-office integration with the intelliflo office system should make it easier and quicker for you to provide information to your clients. The integration will provide daily bulk valuations for your client’s investments held with Octopus through your own iO back office system.
Credo Bulk Valuation Upload
This application facilitates the provision of valuation data to the intelliflo platform for accounts held with Credo Capital.
This application facilitates the provision of valuation data to the intelliflo platform for accounts held with Credo Capital.
Evelyn Partners
Evelyn Partners has integrated with the intelliflo Office system to ensure you have up to date valuations for your clients invested within our investment services.
Evelyn Partners has integrated with the intelliflo Office system to ensure you have up to date valuations for your clients invested within our investment services.
Albert E Sharp
This application will send bulk valuation data to your intelliflo office tenant daily.
This application will send bulk valuation data to your intelliflo office tenant daily.
7IM Valuations
Bulk Valuation feed for Seven Investment Management (7IM). FINIO is a data hub that connects a number of investment platforms, like 7IM, with solution providers, like intelliflo, for the flow of valuation and transaction data.
Bulk Valuation feed for Seven Investment Management (7IM). FINIO is a data hub that connects a number of investment platforms, like 7IM, with solution providers, like intelliflo, for the flow of valuation and transaction data.
4admin
Spend 86% less time analysing policy documents, saving time and manual errors.
Posterity
Posterity is an AI meeting notetaker and document generator specifically for financial advisers.
Protection Platform
UnderwriteMe’s Protection Platform helps you quote, compare, and buy underwritten protection products - all within a single, streamlined application.
Unbiased Pro
Streamlines processes for financial advisers by automatically sending accepted leads to intelliflo.
BAT Software
Streamline compliance, boost efficiency, and gain real-time insights with BAT Software's AI.
Melo
Melo helps financial planning firms improve efficiency, accelerate growth, and achieve exit strategies that meet their objectives, offering unbiased, client-focused guidance to enable owners to build and exit better businesses.
Yolk
Yoke helps business owners escape the daily grind by providing a complete operations infrastructure: a managed team, proven systems, strategic guidance, and compliant delivery.
Simplify Consulting
We are a practitioner-oriented Wealth consulting firm bringing insight, expertise and extensive experience to help our clients. We bring a tailored approach to each and every engagement from operational optimisation to transformational change and we deliver unparalleled value for money.
Mint Blue Consulting
Mint Blue Consulting provides project management and consultancy services to Advice Firms and industry software suppliers. Key projects cover Propositions, Integration Mergers and Technology Implementations helping firms manage their change journey with a structured and pragmatic approach.
Catalyst Partners
Catalyst Partners is the premier provider of bespoke merger and acquisition services for the financial planning and wealth management sectors. Our services are sell-side mandates only and we enable business owners to maximise and realise the full value of their business.
Navos Technologies
Navos specialise in providing technology solutions to the financial services industry. Our vast knowledge of the sector means we understand your technical challenges and regulatory requirements. We ensure your business will grow and evolve digitally while remaining compliant.
Voyant
Now you can integrate your clients via intelliflo office with Voyant’s globally leading planning applications.
Truth
Truth is the original and most comprehensive lifelong cashflow modelling tool. Our powerful cashflow engine helps you build detailed, accurate, and comprehensive models to empower your clients to make key life decisions.
Synaptic Research Suite
These tools will assist you in evidencing your expertise for the benefit of clients and compliance purposes. Synaptic supports proof of suitability; whole of market, risk and cost analysis.
Synaptic Pathways
An entirely new, comprehensive solution has been designed and built by Synaptic for the modern advisory firm to deliver streamlined and consistent advice, based on a firm’s own investment strategy.
Selectapension
Selectapension provides market leading pension and investment planning tools and services for Financial Advisers in the UK, backed by unrivalled customer support.
Videosign
Seamlessly manage compliant client meetings, contracts and digital signatures with Videosign.
Hatch
Seamlessly manage compliant client meetings, contracts and digital signatures with Videosign.
Hatch connects your Intelliflo data with HubSpot.
Model Office-MO®
Model Office automates firm's compliance and audit management and reporting.
Advisorstream
Digital Marketing for Financial Advisers
AdvisoryAI
Auto update client fact find
Solution Builder®
SolutionBuilder® is an enhanced research, quote and apply tool from iPipeline which helps advisers rapidly model a range of protection solutions.
Assureweb
Industry leading quote and apply portal covering major product providers across protection.
Assureweb Annuities
Annuities – The Electronic Common Quotation Form
Invesco MPS app
Invesco MPS documentation access
Defaqto Engage
Connect your Defaqto Engage licence to the intelliflo office back office system at no additional fee.
Defaqto ATRQ
Defaqto’s attitude to risk questionnaire.
Saturn
The official Saturn integration with intelliflo office enables seamless syncing of adviser–client data, including meeting notes and fact-finds.
Mortgage Brain: Sourcing Brain
Sourcing Brain is an online platform for laptops and PCs, enabling an adviser to compare purchases, remortgages, product transfers, buy-to-lets, or second charge products, wherever they are.
Loqate
Address Capture
Platform One Account Opening
An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally. Apply for ISAs, GIAs and SIPPs directly from intelliflo to Platform One.
An investment administration wrap platform providing services and a range of products for financial advisers and their clients, both in the UK and Internationally. Apply for ISAs, GIAs and SIPPs directly from intelliflo to Platform One.
Evalue
Risk Questionnaire Provider. This app is supplied by intelliflo on behalf of EValue and provides EValue attitude to risk tools in office fact find.
Risk Questionnaire Provider. This app is supplied by intelliflo on behalf of EValue and provides EValue attitude to risk tools in office fact find.
RingCentral
Desktop integration for call recording and import of calls into intelliflo office.
Desktop integration for call recording and import of calls into intelliflo office.
Advisa Centa
Advisa Centa is a financial planning solution designed by eValue and available through intelliflo office.
Advisa Centa is a financial planning solution designed by eValue and available through intelliflo office.
Experian QAS
Postcode look up. The Experian QAS processor uses an installation of the Experian QAS Batch API to verify and standardize addresses.
Postcode look up. The Experian QAS processor uses an installation of the Experian QAS Batch API to verify and standardize addresses.
Parmenion Easy Apply
Easy Apply is a user-friendly tool designed to streamline data entry. It does this by seamlessly linking your Intelliflo data with Parmenion, and it keeps things simple by reducing time-consuming dual-keying across multiple systems.
Easy Apply is a user-friendly tool designed to streamline data entry. It does this by seamlessly linking your Intelliflo data with Parmenion, and it keeps things simple by reducing time-consuming dual-keying across multiple systems.
O&M Profiler ESP
Financial Planning and Reporting system
Trigold
Mortgage quote service
IRESS The Exchange
The Exchange comparison quote portal
Hubwise
Quote and Apply
PowerPlanner
PowerPlanner offer a technology-driven, trustworthy and highly efficient solution for producing your suitability reports.
AdviserAsset
AdviserAsset provides a range of low cost easy to use tools to advisers.
FinaMetrica
This app allows you to seamlessly launch FinaMetrica from the Intelliflo platform to register clients to complete the FinaMetrica risk tolerance questionnaire.
EVPro
EVPro is the game-changing, end-to-end financial planning tool that lets you assess, build, stress-test, review and solve your clients' plans all within the one easy-to-use solution.
PlanLab
This app allows intelliflo office users to transfer data to the PlanLab cash flow modelling program.