One powerful solution to drive your business forward
Financial advice is changing. More and more clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to evolve and adapt to these changing needs.
Designed for financial advisors
Deep industry experience goes into our award-winning financial software that’s tailored to the real needs of advice professionals.
Extensive and adaptable
The most capable financial software system in its class is also the most flexible, scaling and adapting to fit your firm.
Powering life-changing advice
intelliflo office forms the beating heart of over 2,500 financial advisory firms, helping them deliver for their clients when it matters.
Streamline your advice process
intelliflo office does much more than give your clients access to your services online. It streamlines your entire advice process, giving you the time you need to focus on your client relationships.
Make cost savings through more efficient, automated processes
Reduce manual work
Input your client’s data once, and use it for many purpose
Enjoy remote access to intelliflo office 24/7
Scale as needed
Scale to match the size of your business, today and tomorrow
Managing your entire advice process via one system
Assemble vital tools
Integrate the tools you use most via the intelliflo store
Cashflow modelling software enabling your clients to see things clearly
intelliflo office features
intelliflo office has a host of features that make life easier for you and your staff.
Our cashflow modelling capabilities let you build, stress-test and adapt client plans with minimal effort.
Book a demo
The best way to explore our solutions is to see them for yourself, with a free live demo.