intelliflo office

Spec sheet

Purpose

intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth.Read 30 Sep 2026 · intelliflo.com

Deployment

intelliflo office requires no software installation and includes provider support for demos, data migration, onboarding and training.Read 30 Sep 2026 · intelliflo.com

API

The intelliflo office API provides more than 250 endpoints for connecting other systems.Read 30 Sep 2026 · intelliflo.com

Integrations

The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools.Read 30 Sep 2026 · intelliflo.com

Support

Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400.Read 30 Sep 2026 · intelliflo.com

Headquarters

London, UKRead 28 Sep 2026 · intelliflo.com

Advisory lifecycle

The platform supports onboarding, fact-finding, client communication, financial analysis, advice development, implementation and review.Read 30 Sep 2026 · intelliflo.com

Business size

The product is described as affordable for smaller practices and powerful enough for large institutional customers.Read 30 Sep 2026 · intelliflo.com

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.Read 30 Sep 2026 · intelliflo.com

Core features

Features include a client portal, CRM, document management, income management, workflow management, cashflow modelling, data management, advice journeys and data feeds.Read 30 Sep 2026 · intelliflo.com

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.Read 30 Sep 2026 · intelliflo.com

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.Read 30 Sep 2026 · intelliflo.com

Regulatory updates

Regulatory, tax, legal and fund changes are handled within intelliflo office.Read 30 Sep 2026 · intelliflo.com

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.Read 30 Sep 2026 · intelliflo.com

Plans and prices

Every intelliflo office plan and price →

Where Specifiction places it

• Financial Advisor Software#27 of 317.2