Business intelligence
Real-time data management software
intelliflo office enables you to harness the full potential of your data to deliver more personalised client experiences, and support long-term business success.
Powering smarter insights with data management software
Livedata access
Get fast, reliable access to real-time data for accurate, up-to-date insights.
Seamlessintegrations
Connect easily with Power BI, Tableau, or proprietary systems, and run SQL queries directly.
No-codedashboard creation
Build interactive dashboards without complex coding, empowering every team to explore data independently.
Accelerateddata handling
Boost the speed and efficiency of your data processing and analysis.
Streamlineddata
Simplify workflows with automated, centralised data management software that reduces manual effort.
Smarterdecision-making
Gain faster insights that support better-informed business decisions across your firm.
Turn data into action
Say goodbye to exporting data manually.
With intelliflo’s business intelligence dashboards, you get instant insights into client activity, compliance, sales performance, and regulatory reporting all in one place.
These smart tools turn data into decisions, helping you streamline operations and drive measurable results.
All your data, in one place
Integrated experiences that power intelligence
intelliflo data sharing
- Built in partnership with Snowflake for secure, scalable data warehousing
- Access live enterprise-grade data directly from intelliflo office and connect it to your preferred business intelligence tools
- Empower faster, data-driven decision-making with accurate, real-time information across your business
intelliflo eAdviser index
- Our eAdviser index data demonstrates the positive impact that embedding technology into your firm, has on the advice process
- The more features of intelliflo office adopted by the firm, the deeper the benefits received
- Data suggests that those who embrace technology generate 105% more revenue and 86% more AUA per adviser
66% of the UK’s top 150 advice firms use intelliflo*
Ready to power up your data?
Speak to one of our team to discover how our built-in business intelligence and data management software can transform your business’ performance.
* Source: FT Adviser – Who are the top 100 and top 50 boutique advice firms in the UK? (October 2025)