Solutions

Our range of financial adviser software helps you save time and cut costs, so you can focus on driving your business forward.

Some of the key features enjoyed by over 2,500 of the UK’s financial advice firms include: Our personal finance portal (pfp), electronic signatures, MI reporting, lead management, fact finding right through to our Open API.

office

Financial adviser software designed to streamline your business

Whatever the size of your firm, intelliflo office takes the legwork out of management so you can focus your efforts on what you do best - providing advice.

planning

A powerful, easy-to-use cashflow planning tool created by financial planners

intelliflo planning’s unlimited scenario planning, swift tax calculations and beautifully simple graphics allow clients to clearly see the value of your advice.

portfolio

A comprehensive suite of portfolio reporting, billing and trading capabilities

intelliflo portfolio provides powerful and accessible portfolio management, easing your workload by eliminating manual processes and inefficient workflows.

Our range of cutting-edge financial adviser software supports

over 30,000

financial professionals worldwide.