Solutions

Our technology helps you save time and cut costs, so you can focus on driving your business forward.

office

A streamlined business management system tailor-made for financial advisers

Whatever the size of your firm, intelliflo office takes the legwork out of management so you can focus your efforts on what you do best - providing advice.

planning

Your complete cashflow modelling toolkit

intelliflo planning’s unlimited scenario planning, swift tax calculations and beautifully simple graphics allow clients to clearly see the value of your advice.

coming soon

portfolio

A comprehensive suite of portfolio reporting, billing and trading capabilities

intelliflo portfolio provides powerful and accessible portfolio management, easing your workload by eliminating manual processes and inefficient workflows.

coming soon

Our range of cutting-edge solutions supports

over 30,000

financial professionals worldwide.