Solutions
Our technology helps you save time and cut costs, so you can focus on driving your business forward.
office
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
planning
A powerful, easy-to-use cashflow planning tool created by financial planners
intelliflo planning’s unlimited scenario planning, swift tax calculations and beautifully simple graphics allow clients to clearly see the value of your advice.
portfolio
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
