intelliflo store
by intelliflo · Wealth and investment platforms · London, United Kingdom
Marketplace of integrated partner applications.
About intelliflo
Financial advice software and tools for IFAs, covering CRM, cashflow modelling, document management, client portal and AI assistance.
intelliflo in the vendor registry: its products, features and similar vendors.
Also by intelliflo
- intelliflo office: End-to-end advice software: CRM, fact find, advice journeys, document and workflow management.
- intelliflo client portal: Secure client portal for messaging, documents and portfolio visibility.
- Cashflow modelling: Cashflow and trust modelling tools localised for Australian advice.
- intelliflo IQ: AI-powered assistant that reduces cost-to-serve by up to 85% for financial advice firms.
- wealthlink: Investment management platform enabling direct portfolio management and account opening from within intelliflo office without re-keying or…
- eAdviser: Analytics and benchmarking tool that measures technology adoption across financial advice firms and identifies efficiency improvement…
More in this category: Wealth management and investment platforms.
Weighing up intelliflo store? Create a free procurement account to run the question as a procurement: intelliflo and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.