intelliflo office

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About

intelliflo office is ranked #2 of 30 in financial Advisor Software on Inferse. It runs on API, Web. There is no free plan.

Compared on financial Advisor Software

Client portal: Yesintelliflo.com
Financial planning: Yesintelliflo.com
Proposal generation: Yesintelliflo.com
Compliance workflows: Yesintelliflo.com
Document vault: Yesintelliflo.com
Billing and invoicing: Yesintelliflo.com

Facts

Purpose: intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth.intelliflo.com · 30 Sept 2026
Advisory lifecycle: The platform supports onboarding, fact-finding, client communication, financial analysis, advice development, implementation and review.intelliflo.com · 30 Sept 2026
Core features: Features include a client portal, CRM, document management, income management, workflow management, cashflow modelling, data management, advice journeys and data feeds.intelliflo.com · 30 Sept 2026
Client portal: The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing.intelliflo.com · 30 Sept 2026
Deployment: intelliflo office requires no software installation and includes provider support for demos, data migration, onboarding and training.intelliflo.com · 30 Sept 2026
Regulatory updates: Regulatory, tax, legal and fund changes are handled within intelliflo office.intelliflo.com · 30 Sept 2026
Security certification: intelliflo office is protected and validated by ISO 27001, and intelliflo reported that its 2026 audit passed with no findings while transitioning to ISO 27001:2022.intelliflo.com · 30 Sept 2026
Integrations: The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools.intelliflo.com · 30 Sept 2026
API: The intelliflo office API provides more than 250 endpoints for connecting other systems.intelliflo.com · 30 Sept 2026
Business size: The product is described as affordable for smaller practices and powerful enough for large institutional customers.intelliflo.com · 30 Sept 2026
Support: Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400.intelliflo.com · 30 Sept 2026
Data access: The intelliflo data-sharing app connects office data in the data warehouse to visualization and reporting tools such as Power BI through Snowflake.intelliflo.com · 30 Sept 2026
Customer scale: intelliflo says it supports over 29,000 advice professionals, representing around £505 billion in assets under advice and more than 2.2 million clients.intelliflo.com · 30 Sept 2026