Open and manage accounts in minutes
with the UK’s leading practice management software
Open and manage investor accounts in one place with intelliflo office, our all-in-one practice management software. No more switching between systems, rekeying data, or wasting time on manual processes.
Why advisers trust intelliflo for account opening and servicing
Directaccount opening
Open accounts without moving between systems with our seamless platform integration with SS&C Hubwise – reducing rekeying errors from 50% to 1%.
Fasteraccount servicing
Top up accounts, add fees, action withdrawals, switch investments and more, all in one go and in real-time.
Investmentchoice
Create and manage advisory or discretionary investment strategies in GIAs, ISAs and SIPPs with access to leading UK funds and DFMs.
Tailoredclient service
Select from a full suite of tax wrappers and platform features to suit every client’s goals and investment strategy.
Market-leadingpricing
Platform fees via intelliflo wealthlink start at 0.15%, dropping to just 0.05% based on investment size, with no asset placement commitments.
Trustedaward-winning platform
Access an investment platform that powers the UK’s most respected wealth managers and advice firms, ensuring compliance at scale.
Simplify and streamline your account servicing with our practice management software
intelliflo wealthlink
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Fast, paperless account opening – set up client investment plans in minutes with seamless digital workflows
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All-in-one platform – manage accounts, investments, and reporting from a single system without logging into multiple websites
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Flexible investment and tax wrapper options – manage GIAs, ISAs, JISAs, SIPPs, and access 30+ DFMs and 3,000+ UK funds via the SS&C Hubwise platform
wealthlink: cutting account servicing to minutes
“By using the intelliflo wealthlink integration, we have reduced time to obtain pension transfer illustrations from 2 hours to less than 10 minutes.”
intelliflo zerokey
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Implement plans in minutes – use direct integrations with leading platforms to streamline account opening and plan setup
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Seamless connections – connect effortlessly with providers and platforms like Aberdeen, Timeline, and Transact
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Save time – automate workflows, reduce re-keying, improve accuracy and free up time to focus on clients
Schedule a call today
Speak to one of our team to see how our industry-leading account opening and servicing software can save you time and accelerate client account management.