intelliflo office

5.8easy start · #26 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

intelliflo office is ranked #26 of 31 in financial advisor software on The Geeks Club. It runs on API, Web. There is no free plan.

intelliflo office plans and pricing

All plans

intelliflo office Not published Pricing on request No public pricing plans listed trustradius.com · 30 Sept 2026

Compared on financial advisor software

Client portal: Yes
Financial planning: Yes
Proposal generation: Yes
Compliance workflows: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Purpose: intelliflo office is software for financial advisers that streamlines advice journeys, client engagement and business growth.
Advisory lifecycle: The platform supports onboarding, fact-finding, client communication, financial analysis, advice development, implementation and review.
Core features: Features include a client portal, CRM, document management, income management, workflow management, cashflow modelling, data management, advice journeys and data feeds.
Deployment: intelliflo office requires no software installation and includes provider support for demos, data migration, onboarding and training.
Regulatory updates: Regulatory, tax, legal and fund changes are handled within intelliflo office.
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.
Integrations: The intelliflo store offers more than 140 integrations, including provider feeds, cashflow modelling and financial-planning tools.
API: The intelliflo office API provides more than 250 endpoints for connecting other systems.
Business size: The product is described as affordable for smaller practices and powerful enough for large institutional customers.
Support: Customers can use intelliflo connect for live chat, community discussions and support cases, or call the support team on 0330 102 8400.
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.
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.
Headquarters: London, UK

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#26 of 31

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Sources

intelliflo.com· checked 30 Sept 2026
intelliflo.com/home2/· checked 30 Sept 2026
intelliflo.com/au/our-solutions/intelliflo-office/feat· checked 30 Sept 2026
intelliflo.com/trust-centre/governance/our-iso-27001-p· checked 30 Sept 2026
intelliflo.com/our-partners/integrated-partners/· checked 30 Sept 2026
intelliflo.com/au/empowering-you/become-an-intelliflo-· checked 30 Sept 2026
intelliflo.com/contact/· checked 30 Sept 2026
intelliflo.com/partners/integrated-partners/intelliflo· checked 30 Sept 2026
intelliflo.com/about/· checked 30 Sept 2026
trustradius.com/products/intelliflo-office/pricing· checked 30 Sept 2026