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intelliflo office
What intelliflo office is
intelliflo office is software for financial advisers, supporting work from client onboarding and fact-finding through advice, implementation, and review. Its tools include a client portal, CRM, document and income management, workflow management, cashflow modelling, data management, advice journeys, and data feeds. The white-labelled web portal is accessible from any device and supports secure communication, virtual meetings, and paperless document sharing. The platform requires no software installation, and intelliflo provides support for demos, migration, onboarding, and training. Regulatory, tax, legal, and fund changes are handled within the service. The intelliflo store offers more than 140 integrations, and the API provides more than 250 endpoints for connecting other systems. A data-sharing app connects office data in a data warehouse to tools such as Power BI through Snowflake. intelliflo reports ISO 27001 validation and says its 2026 audit passed with no findings while transitioning to ISO 27001:2022. Pricing is on request; no free plan or trial is listed.
Who it suits
It is intended for financial advisers and practices needing software across client advice journeys and ongoing reviews. The stated customer range includes smaller practices and large institutional customers.
What it does well
- Supports advice work from onboarding through review.
- Includes a white-labelled client portal for any device.
- Offers more than 140 integrations.
- API provides more than 250 endpoints.
- Provider support includes migration, onboarding, and training.
What to know first
- Pricing is available on request.
- No free plan is listed.
- No free trial is listed.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| intelliflo office | Pricing on request · No public pricing plans listed | On request |
As intelliflo.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Open the intelliflo website
- Request a demonstration and pricing information
- Plan data migration with the provider
- Complete onboarding and training
- Use the web application or connect through the API
- Add integrations from the intelliflo store
Verdict
intelliflo office covers client-facing and back-office work across the advisory lifecycle, with a broad integration offer and a portal. Practices should request pricing and consider the support and implementation services described by the provider.
Questions
Does intelliflo office have a free plan or trial?
No free plan or free trial is listed.
What platforms does intelliflo office support?
The listed platforms are web and API. No software installation is required.
How many integrations are available?
The intelliflo store offers more than 140 integrations.
Does intelliflo office provide an API?
Yes. Its API provides more than 250 endpoints for connecting other systems.
How is intelliflo office priced?
Pricing is on request, and no public pricing plans are listed.
What support can customers use?
Customers can use intelliflo connect for live chat, community discussions, and support cases, or call 0330 102 8400.
Facts from intelliflo office's own pages
- Advisory lifecycle
- The platform supports onboarding, fact-finding, client communication, financial analysis, advice development, implementation and review. · intelliflo.com, 30 Sept 2026
- API
- The intelliflo office API provides more than 250 endpoints for connecting other systems. · intelliflo.com, 30 Sept 2026
- Business size
- The product is described as affordable for smaller practices and powerful enough for large institutional customers. · intelliflo.com, 30 Sept 2026
- Client portal
- The integrated client portal is a white-labelled web app accessible from any device for secure communication, virtual meetings and paperless document sharing. · intelliflo.com, 30 Sept 2026
- Core features
- Features include a client portal, CRM, document management, income management, workflow management, cashflow modelling, data management, advice journeys and data feeds. · intelliflo.com, 30 Sept 2026
- Customer scale
- intelliflo says it supports over 29,000 advice professionals, representing around £505 billion in assets under advice and more than 2.2 million clients. · intelliflo.com, 30 Sept 2026
- Data access
- The intelliflo data-sharing app connects office data in the data warehouse to visualization and reporting tools such as Power BI through Snowflake. · intelliflo.com, 30 Sept 2026
- Deployment
- intelliflo office requires no software installation and includes provider support for demos, data migration, onboarding and training. · intelliflo.com, 30 Sept 2026
- Headquarters
- London, UK · intelliflo.com, 28 Sept 2026
- Integrations
- The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools. · intelliflo.com, 30 Sept 2026
- Purpose
- intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth. · intelliflo.com, 30 Sept 2026
- Regulatory updates
- Regulatory, tax, legal and fund changes are handled within intelliflo office. · intelliflo.com, 30 Sept 2026
- Security certification
- 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. · intelliflo.com, 30 Sept 2026
- Support
- Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400. · intelliflo.com, 30 Sept 2026
Where intelliflo office stands on Freedom251
- Financial Advisor Software#22 of 31