The UK's leading provider of advice software. Streamline advice journeys, engage clients, and grow your business.

The leading provider of advice software. Streamline advice journeys, engage clients, and grow your business.

About intelliflo intelliflo is the UK’s leading provider of financial advice software, empowering firms across the UK and Australia to streamline advice journeys, engage clients, and grow their business. Our …

intelliflo office More and more clients expect access to products and services online, whenever and wherever they need it. Leading financial advice providers use intelliflo office to evolve and adapt to …

Cashflow modelling Transform client conversations into confident advice intelliflo’s cashflow modelling software gives you the tools to deliver visual, personalised, and easy-to-understand advice for …

Client portal Elevating client engagement Seamlessly integrated into intelliflo office, as standard, our secure client portal gives your clients clarity, control, and confidence in their financial future with a …

intelliflo CEO Nick Eatock explores whether hybrid advice will define the next decade of financial services, examining how firms can blend human expertise with digital efficiency to scale personalised …

Artificial intelligence AI financial planning software Artificial Intelligence is transforming financial advice, by boosting efficiency and personalisation across every client journey. Think of it as your digital …

Head to intelliflo connect, our online community from the ‘intelliflo connect & support’ button in intelliflo office to initiate a live chat, post a discussion to the community or raise a case with us.

Through the intelliflo store you can browse, filter and install apps from our wide range of integrated partners.