Bringing together leading businesses in the financial services sector
We put our combined experience and expertise to work for our customers across the globe. We deliver intuitive solutions that simplify their processes, adapt to their needs, and help their businesses grow.

• intelliflo office – lets enterprises deliver digital and hybrid advice solutions that span the full advisory lifecycle, from goal-based investing to fully digital onboarding to feature-rich investor-facing applications.
• intelliflo portfolio – helps growing RIAs build more efficient practises with comprehensive cloud-based trading, reporting, billing and client-facing tools.
• intelliflo planning – forecasts and plans cashflows, solving tax, pension and investment complexities, as well as asset & liability modelling and wider financial strategy planning for advisors.
• RedBlack | an intelliflo solution – enables tailored portfolio management at scale by automating complex workflows, pre-trade compliance, order management and post trade compliance.

Intelliflo now provides a broader range of solutions than ever before to power the advisory experience

• Financial planning - enabling financial advisers and professionals to help individuals manage their finances, create detailed plans and forecast future financial scenarios.
• Practice management - driving efficiencies through the front, middle and back office processes in the provision of financial advice and servicing investors.
• Portfolio management - empowering financial advisers to generate and manage investments on behalf of end-investors.
• Digital advisory - scaling advisory businesses by allowing end-investors to efficiently engage, onboard and self-service with regulatory and compliance approved guardrails.
• Managed services - working with our customers to help them use our solutions effectively and efficiently, from portfolio allocation to performance reporting and billing.