intelliflo office
intelliflo office is software for financial advisers, supporting work across the advice journey from onboarding and fact-finding to implementation and review.
What intelliflo office is
intelliflo office is software for financial advisers, supporting work across the advice journey from onboarding and fact-finding to implementation and review. Its tools include a client portal, CRM, document and income management, workflows, cashflow modelling, data management, advice journeys and data feeds. The integrated white-labelled web portal supports secure communication, virtual meetings and paperless document sharing, and can be accessed from any device. The software requires no installation; provider support is available for demos, data migration, onboarding and training. Regulatory, tax, legal and fund changes are handled within the platform. The intelliflo store offers more than 140 integrations, while its API has more than 250 endpoints for connecting other systems. The company says the service is validated under ISO 27001 and that its 2026 audit passed with no findings while transitioning to ISO 27001:2022. Pricing is on request, and no free plan or trial is listed.
Good
- Supports onboarding, advice development and client reviews.
- Includes CRM, document management and cashflow modelling.
- White-labelled portal supports paperless sharing and virtual meetings.
- Store offers more than 140 integrations.
- API provides more than 250 endpoints.
Watch out
- Pricing is available on request only.
- No free plan or trial is listed.
- Available platforms listed are web and API.
Who it suits
intelliflo office is aimed at financial advisers seeking software to manage client engagement and advice work across multiple stages. Its features span small practices through large institutional customers, according to the product description.
Verdict
intelliflo office brings client, advice and business-management tools into one web-based platform. Its breadth may suit advisory firms looking to connect existing systems, but pricing requires an enquiry.
Plans and prices
From intelliflo office's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| intelliflo office | Priced on request | No public pricing plans listed · Pricing on request |
The facts
Each one read from intelliflo office's own pages, with the date it was checked.
What it does
- Advisory lifecycle
- The platform supports onboarding, fact-finding, client communication, financial analysis, advice development, implementation and review.checked 30 Sep 2026
- API
- The intelliflo office API provides more than 250 endpoints for connecting other systems.checked 30 Sep 2026
- Business size
- The product is described as affordable for smaller practices and powerful enough for large institutional customers.checked 30 Sep 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.checked 30 Sep 2026
- Core features
- Features include a client portal, CRM, document management, income management, workflow management, cashflow modelling, data management, advice journeys and data feeds.checked 30 Sep 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.checked 30 Sep 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.checked 30 Sep 2026
- Deployment
- intelliflo office requires no software installation and includes provider support for demos, data migration, onboarding and training.checked 30 Sep 2026
- Integrations
- The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools.checked 30 Sep 2026
- Purpose
- intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth.checked 30 Sep 2026
- Regulatory updates
- Regulatory, tax, legal and fund changes are handled within intelliflo office.checked 30 Sep 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.checked 30 Sep 2026
- Support
- Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400.checked 30 Sep 2026
The company
- Headquarters
- London, UKchecked 28 Sep 2026
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