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Our solutions power the advisory experience, so you can focus on what matters most

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.

intelliflo Solutions

intelliflo office

Free up time to focus on your business Managing a business is hard work – but intelliflo office can save you time, money and stress. Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for financial advisers. Accessible from anywhere, any time, this office management software takes......

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intelliflo planning

Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......

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intelliflo portfolio

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business....

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intelliflo redblack

Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......

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