Income Lab vs intelliflo office
Income Lab
incomelaboratory.comintelliflo office
intelliflo.comSide by side
| Figure | Income Lab | intelliflo office |
|---|---|---|
| Price from | $80/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 3 | 1 |
| Spec score · Financial Advisor Software | 8.0 (#10) | 7.2 (#27) |
| Integrations | The pricing page names Schwab, Fidelity, Orion, Black Diamond, Redtail, Wealthbox, and Salesforce integrations, and Yodlee account aggregation in Pro. | The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. |
| Purpose | Income Lab provides retirement income planning software for financial advisors. | intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. |
| Security certification | Income Lab says it is SOC 2 compliant and makes its Type II report available on request. | 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. |
| Support | The company offers a help center, walkthrough bookings, and contact by phone or email. | Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. |
Plans
In their own words
Income Lab
Income Lab has no write-up on Specifiction yet; its figures are above.
intelliflo office
intelliflo office has no write-up on Specifiction yet; its figures are above.