With market-leading financial planning solutions, intelliflo supports you, your business and your clients – every step of the way
With our comprehensive yet intuitive industry-leading solutions you can strengthen client relationships, grow your business and evolve for the futureExplore our solutions
Supporting you at every stage of the financial advice process.
- have more confidence in your data
- generate efficiencies in your business
- achieve growth plans; evolve for the future
- give your clients a consistent, engaging experience
Demonstrate your value, grow your business, and get closer to your clients
Our solutions span the advisory lifecycle
From portfolio allocation to reporting, our solutions were designed by financial planners and paraplanners to be user-friendly, intuitive, and capable of supporting you throughout the entire advisory process.
Proud of our open architecture
Giving you the opportunity to connect to 90+ integrations, adding what you need for your business at the right time for you.
Market leader for a reason
Feeding insight provided by you back into our solutions means you continue to receive cutting-edge services to help you succeed.
The most advanced solutions
Pairing best-in-class user design and functionality ensures your navigation experience is intuitive and the advice process is seamless.
Keeping ahead of the market
Matching your pace with the continuous evolution of our solutions ensures you stay one step ahead of your competition.
Solutions and services you can relate to
Get started quickly
With no software to install, all you need to do is connect with our team. They’ll support you with demos, free trials, data migration, onboarding, training – and beyond.
You won’t get left behind
Keeping up with regulatory requirements, tax changes, legal changes, fund changes and new integrations is all taken care of within intelliflo office. You don’t have to lift a finger.
Security built in
Protecting your clients’ data is as important to us as it is to you. Our solutions are protected, secure, and validated by the ISO 27001 stamp of approval.