CRM for financial advisers (IFAs)

Our CRM software is built for both IFAs and restricted advisers. It offers the ultimate modern, scalable advice experience, whilst strengthening new and existing client relationships with intelliflo’s CRM software.

It’s your ‘essential’ tool to help meet and evidence Consumer Duty.

Designed forfinancial advisers (IFAs), to enhance theiradvice processes

Personalisedclient experiences

Create meaningful client cohorts so you can tailor financial advice communications – ensuring every client receives the right support at the right time.

StrengthenIFA compliance

Enhance financial advice KYC processes and stay aligned with regulatory expectations through structured, transparent segmentation.

Respond toFCA requests

Access the exact client information you need quickly, and in the right format so IFA regulatory reporting becomes easier and more accurate.

DeeperIFA insights

Unlock powerful financial advice management information, trend analysis, and dashboards that reveal patterns, highlight risks, and support data-driven decision-making.

Maintainfull control

Define segment labels that match your IFA business model, evolve with client life stages, and adapt your cohorts effortlessly through bulk updates or individual changes.

Improveoperational efficiency

Enable smarter workflows, reduce time spent searching or filtering client data, and ensure your financial advice teams can instantly identify and prioritise your clients.

Insights meet compliance confidence

Within intelliflo office you can easily group clients into meaningful cohorts, keep key product and portfolio data all in one place, and generate insightful IFA specific dashboards, to give a much clearer picture of who your clients are and what they need.

The result … personalise your financial advice services, deepen relationships, and meet Consumer Duty with confidence.