intelliflo office
5.3#31 in financial advisor softwareWebAPI
Visitintelliflo office vs Wealthbox
What both publish
| Fact | intelliflo office | Wealthbox |
|---|---|---|
| Headquarters | London, UK | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| Integrations | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Support | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
intelliflo office plans
- intelliflo officePriced on request
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick intelliflo office if…
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.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.