Solutions

Sophisticated yet easy to use, intelliflo’s powerful technology is crafted to help you save time and cut costs, so you can focus on driving your business forward.

Our range of cutting-edge solutions supports over 30,000 financial professionals worldwide. Discover how we can help you.

office

Free up time to focus on your business

Managing a business is hard work – but intelliflo office can save you time, money and stress.

Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers.

Accessible from anywhere, any time, this office management software takes the legwork out of management, improves the client experience and allows you to focus your efforts on your advice.

Coming soon

planning

Bring your advice to life

A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cashflow planning can save your clients money at every life stage.

Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities of cashflow into beautifully simple graphics, allowing clients to clearly see the value of your advice.

portfolio

Powerful and accessible portfolio management

Eliminate manual processes and inefficient workflows with a comprehensive suite of portfolio reporting, billing and trading capabilities.

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business.