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.


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