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intelliflo office

C
C tier on Financial Advisor SoftwareScore 6.0 · #16 of 31
Android app
Not listed
Free plan
No
Runs on
api, Web
intelliflo.com
The intelliflo office homepage
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Summary

intelliflo office is ranked #16 of 31 in financial advisor software on Everything Xiaomi. It runs on API, Web. There is no free plan.

intelliflo office plans and pricing

All plans
intelliflo office Not published Pricing on request No public pricing plans listed trustradius.com · 30 Sept 2026

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
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

Company

Headquarters
London, UKintelliflo.com · 28 Sept 2026

Best intelliflo office alternatives

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Where it ranks on Everything Xiaomi

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Sources