intelliflo

intelliflo makes practice management and financial advice software for independent financial advisers and advice firms in the United Kingdom and Australia. The company says its software supports more than 29,000 advice professionals and about £505 billion in assets under advice.

Its core product, intelliflo office, runs the front, middle and back office of an advice firm. Advisers use it to onboard clients and gather fact-find data, run cashflow models, profile risk digitally, research and compare products, build investment plans and store documents automatically. A client portal gives clients secure messaging, document sharing, virtual meetings and self-service access, with open banking links feeding account data into the record. The wealthlink feature lets advisers open accounts and carry out plan changes on investment platforms directly from intelliflo office without logging in to each platform or rekeying data.

More than 140 third-party apps connect to intelliflo office through the intelliflo store, and developers can build integrations through its developer hub. The company also lists associate and certified partners for consulting, training and outsourcing. intelliflo is owned by Carlyle, the global investment firm. Pricing is not published on its site.