Financial advicesoftware
Powering every stage of your advice
Building great financial plans requires tools that work together. That’s why advice firms use intelliflo office to collect client information and analyse their financial picture, to build and deliver personalised plans.
Rated 4.1 out of 5 from 9,500+ survey responses*
Establish
Establish client relationships
From onboarding and factfinding, to secure virtual meetings and paperless document sharing, intelliflo’s client portal gives you and your clients a secure shared environment where you can communicate any time, on any device.
Collect
Collect client information
Deliver a complete view of your clients’ finances with intelliflo’s integrated cashflow modelling, supporting self-serve access, open banking links, and consistent, compliant advice.
Analyse
Analyse your clients’ financial status
Build and manage financial plans efficiently with intelliflo from digital risk profiling to real-time product research and automated document storage, all in one streamlined workflow.
Develop
Develop & present plans
Develop robust financial plans with intelliflo office. Digitally assess risk, compare products, and automate documentation, all within a secure, compliant, and time-saving environment.
Implement
Implement financial plans
Key less. Do more with wealthlink. Action financial plans directly from intelliflo office. No platform logins. No rekeying. Just faster, smarter investment management built for better outcomes and full suitability.
Review
Review & service existing clients
Data is key to delivering the personalised experiences clients expect. By using intelliflo’s technology to make the most of your data, you can drive deeper engagement, build loyalty, and support long-term business success.
Integrated tools to shape financial planning
Research and compareproducts
Access market-wide fund data, analyse performance, and match funds to portfolios and risk profiles.
Instantquotes and illustrations
Generate accurate, real-time quotes and illustrations integrated with leading fund and quotation providers.
Customisablesuitability reports
Create professional, compliant reports with our Document Designer tool, aligned with Consumer Duty standards.
Track and recordadvice
Log every recommendation, review, and update with full audit trails for complete visibility and compliance.
Built-incompliance
Securely share financial plans with clients, backed by automatic document storage to meet regulatory requirements.
Client-centriccommunication
Deliver financial information via our client portal, personalised for each client’s needs and accessibility preferences.
Financial advice software to drive your business forward
Supporting you at every step with our integrated solutions
Research, quote & report
- Everything you need at your fingertips to turn client goals into actionable financial plans with ease
- Integrated goal-setting tools, product research, instant quotes, easy-to-use suitability reports, and more
- Deliver consistent, compliant, and efficient advice with our ecosystem of app partners
intelliflo IQ
- An ‘intelligent advice assistant’ built to redefine proactive financial planning, and enable personalised, compliant advice at scale
- Advanced algorithms monitor client data to identify changes in goals or circumstances, to offer timely insights
- Built-in health checks and tailored recommendations align to your firm’s advice framework
Our customers speak for themselves
Hear our customers share in their own words stories of innovation, growth and impact.
Discover their journeys, challenges, and wins as a result of adopting intelliflo technology.
Ready to transform your financial advice delivery?
Speak to one of our team to see how our seamlessly integrated financial advice software can transform your advice process.
* Rated 4.1 out of 5 on average by 9,592 responses in intelliflo’s customer satisfaction survey (November 2025)