intelliflo is the UK’s leading provider of financial advice software, empowering firms across the UK and Australia to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency.

Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.

Our culture
Our culture is built on collaboration, curiosity, and creativity. We embrace diversity and inclusivity, knowing that different perspectives drive smarter solutions and better outcomes for our clients. Innovation is at our core, we constantly explore new technologies and ways of working to simplify financial advice and empower advisers. Every voice is valued, every idea has impact, and our teams are encouraged to experiment, learn fast, and challenge the status quo, all while supporting one another in a flexible, transparent, and open environment. Together, we are shaping the future of financial advice with energy, purpose, and ambition.

• £505 billion assets managed through our software
• 29,000+ advice professionals supported
• 2.2 million end investors represented

A full suite of software features
Building great financial plans requires tools that work together.

That’s why advice firms use intelliflo office and it’s seamlessly integrated suite of features to power the advisory experience.