office

One powerful system to
drive your business forward

The financial advice sector is changing. More and more consumers are demanding access to products and services online, whenever and wherever they need it. So how can successful firms evolve to keep step with these changing needs?

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Comprehensive

The most comprehensive and flexible wealth management solution for advisors

Award-winning

The award-winning solution used by financial professionals and enterprises

Beating heart

The beating heart of over 2,500 financial advisory firms

Benefits

  • More time for advisors to focus on clients and prospects
  • More efficient home offices with tightly integrated front, middle and back office workflows
  • More engaged investors through digital and hybrid experiences
  • Innovative, cloud-based technology to future-proof your investment
  • Fully open architecture across asset managers, business partners and other technology vendors
  • A truly global solution available in the US, UK and Australia

Extending
intelliflo office

Build it your way

Our open architecture lets you select and seamlessly integrate the tools your business needs

Open API

Our Open API (Application Programming Interface) securely opens up intelliflo office to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps.