Welcome to intelliflo

The UK’s #1 choice for financial advisers.

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.

A powerful solution to drive your advice firm forward

Imagine running your business through a single, powerful technology solution. intelliflo office makes it possible. 

Tailor-made for financial advisers, intelliflo office is a comprehensive and flexible business management solution that simplifies your processes, improves efficiency, and saves you time. 

intelliflo office is the only true end-to-end system supporting the entire advice journey, with client engagement tools such as an intuitive client portal and impactful cashflow modelling integrated as standard, at no extra cost.
 

wealthlink

Key less. Do more.

94% of advisers wish the advice process was more efficient. With wealthlink, it is. 

For the first time in the industry, advisers can put client’s plans into action on a fully-functional investment platform, without needing to leave their familiar business management system. Not only saving time, this reduces rekeying errors too, from around 50% to just 1%.

 

 

Access the tools you need from a host of industry-leading names

Through the intelliflo store you can browse and purchase apps from our partners to fill process gaps in your business or provide your clients with an enhanced experience.

Implementation

We recognise that changing your technology partner and embedding new solutions into your business can be a big commitment. Designed to support you every step of the way, our onboarding service comprises a team of industry experts who’ll ensure every element of your transition to intelliflo is seamless.
 
From comprehensive project planning and implementation through to the transfer of your database and training designed to get you up to speed, we’ll ensure you’re ‘business-ready’ in as short a time as possible.

Get in touch

Our new unified approach gives us enormous reach and capabilities that can better meet your demands. We’d love to speak to you about how we can help provide more for you, your team or your clients.

call  0330 102 8402
click  intelliflo.com
email  [email protected]