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 data sharing
data sharing enables you to connect your intelliflo office data (stored in the intelliflo Data Warehouse) to your data visualisation & reporting tool(s) of choice.
Comentis
Financial Vulnerability Assessment
MARS – the MorganAsh Resilience System
Identify, monitor, support and report on vulnerable customers to meet Consumer Duty.
ATEB Suitability
Intelligent Suitability Report Writing
Re:LOA
AI for Pension & Investment docs
Insignis Cash – Instant Quotes
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.
Aveni Assist – Paraplanner
AI automates admin, you focus on clients
Aveni Assist
AI automates admin, you focus on clients
Otto Finance
AI powered adviser platform that automates onboarding, reviews and client workflows end to end.
DocuSign
Electronic signatures in PFP documents
Mabel Insights
Compare 80+ DFMs and 1000+ portfolios
CashCalc
Import your intelliflo office clients into CashCalc
FE Analytics+
Fund analysis tool
Timeline
Timeline transforms extensive, empirical asset class and longevity data into a visually dynamic, easy-to-understand story for clients.
FinCalc
Interactive cashflow, retirement & IHT modelling that makes advice engaging, auditable & clear.
moneyinfo
Your beautiful, branded client portal.
Oxford Risk
Investor Suitability Software
Fintegrate
Optimise financial planning
PlannerPal
Streamline financial advice with AI-powered automation — faster, compliant and tailored for clients.
Dynamic Planner
Dynamic Planner integration
Openwork Partnership Sync
Synchronisation of data from IO to OW
Recordsure Review AI
Integration to Recordsure ReviewAI
Trustestate
Digitised probate and wealth transfer
SmartSearch
SmartSearch: fast, all-in-one global AML compliance with continuous monitoring.
Genovo
The gold standard in suitability report writing. Human-led, tech-enabled.
Transact Contributions & Withdrawals Review
This app allows you to easily review the contributions and withdrawals that have been entered into intelliflo office against the data on the Transact platform, and highlights any differences.
This app allows you to easily review the contributions and withdrawals that have been entered into intelliflo office against the data on the Transact platform, and highlights any differences.
Adviser Outsourcing
Adviser Outsourcing are an intelliflo certified partner providing Training, Consultation, and Outsourcing services.
Services
Training, Consultation, Outsourcing.
Support
Advice flow, Data management, Document designer, Income, Valuations.
Circadian
Circardian are an intelliflo certified partner providing Training, Consultation, and Outsourcing services.
Services
Training, Consultation, Outsourcing
Support
Data management, Income, Valuations.
Jigsaw Tree
Jigsaw Tree are an intelliflo certified partner providing Training, Consultation, and Outsourcing services.
Services
Training, Consultation, Outsourcing
Support
Advice flow, Data management, Document designer, Income, Valuations.
Aviva Platform Income
Income data is available from Aviva, via EDI feeds into intelliflo office.
Income data is available from Aviva, via EDI feeds into intelliflo office.
Royal London Income
Income data is available from Royal London, via EDI feeds into intelliflo office.
Income data is available from Royal London, via EDI feeds into intelliflo office.
Aberdeen Wrap Income
Income data is available from Aberdeen Wrap, via EDI feeds into intelliflo office.
Income data is available from Aberdeen Wrap, via EDI feeds into intelliflo office.
Aberdeen Elevate Income
Income data is available from Aberdeen Elevate, via EDI feeds into intelliflo office.
Income data is available from Aberdeen Elevate, via EDI feeds into intelliflo office.
ReAssure Income
Income data is available from ReAssure, via EDI feeds into intelliflo office.
Income data is available from ReAssure, via EDI feeds into intelliflo office.
Scottish Widows Income
Income data is available from Scottish Widows, via EDI feeds into intelliflo office.
Income data is available from Scottish Widows, via EDI feeds into intelliflo office.
Prudential Income
Income data is available from Prudential, via EDI feeds into intelliflo office.
Income data is available from Prudential, via EDI feeds into intelliflo office.
Liverpool Victoria Income
Income data is available from Liverpool Victoria, via EDI feeds into intelliflo office.
Income data is available from Liverpool Victoria, via EDI feeds into intelliflo office.
Clerical Medical Income
Income data is available from Clerical Medical, via EDI feeds into intelliflo office.
Income data is available from Clerical Medical, via EDI feeds into intelliflo office.
Legal & General Income
Income data is available from Legal & General, via EDI feeds into intelliflo office.
Income data is available from Legal & General, via EDI feeds into intelliflo office.
Quilter Income
Income data is available from Quilter, via EDI feeds into intelliflo office.
Income data is available from Quilter, via EDI feeds into intelliflo office.
Zurich Income
Income data is available from Zurich, via EDI feeds into intelliflo office.
Income data is available from Zurich, via EDI feeds into intelliflo office.
Vitality Life Income
Income data is available from Vitality Life, via EDI feeds into intelliflo office.
Income data is available from Vitality Life, via EDI feeds into intelliflo office.
wealthlink
wealthlink redefines how you put investment plans into action. Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.
AJ Bell Custody Solutions
Bulk Valuation feed for AJ Bell Custody Solutions. FINIO is a data hub that connects investment platforms, like AJ Bell Custody Solutions, with solution providers, like intelliflo office, for the flow of financial data.
Bulk Valuation feed for AJ Bell Custody Solutions. FINIO is a data hub that connects investment platforms, like AJ Bell Custody Solutions, with solution providers, like intelliflo office, for the flow of financial data.
Atomise
Atomise is a technology and integration partner for financial advice firms using intelliflo.
LV Platform Services
This application is to be used for setting up the Bulk Valuation Service for LV= Platform Services, including LV= Pension Portfolio, LV= ISA Portfolio and LV= General Investment Account.
This application is to be used for setting up the Bulk Valuation Service for LV= Platform Services, including LV= Pension Portfolio, LV= ISA Portfolio and LV= General Investment Account.