Welcome to intelliflo

Sophisticated yet easy to use, intelliflo’s powerful technology is crafted to help you save time and cut costs, so you can focus on driving your business forward.

Our range of cutting-edge solutions supports over 30,000 financial professionals worldwide. Discover how we can help you.

 

 

One powerful system to drive your business forward

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 the legwork out of management, improves the client experience and allows you to focus your efforts on your advice.

 

 

A secure online space for you and your clients to communicate and share information

The personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their personal finances and the value you’re adding.

 

 

 

Bring your cashflow advice to life

intelliflo planning is a powerful cashflow planning solution that enables you to quickly build, stress-test and adapt plans with minimal effort and maximum impact.

Designed by planners and paraplanners, intelliflo planning can be used with every client, no matter how simple or complex their planning needs, to help empower their financial life choices and experience the benefits of your business.

Intuitive to use, easy to share and packed with useful insights, intelliflo planning can help you strengthen client relationships, minimise compliance burdens, and maximise fees and profitability.
 

 

 

Access the tools you need from a host of industry-leading names

Through the intelliflo store you can browse and purchase apps from our partners to fill process gaps in your business or provide your clients with an enhanced experience.

 

 

Implementation

We recognise that changing your technology partner and embedding new solutions into your business can be a big commitment. Designed to support you every step of the way, our onboarding service comprises a team of industry experts who’ll ensure every element of your transition to intelliflo is seamless.
 
From comprehensive project planning and implementation through to the transfer of your database and training designed to get you up to speed, we’ll ensure you’re ‘business-ready’ in as short a time as possible.

 

Costs and discount for Paradigm Firms

intelliflo office and the personal finance portal

We're delighted to offer all Paradigm clients new to intelliflo office a discounted license price of £124.00, or £62.00 for mortgage brokers, which includes the personal finance portal. This discounted license price is subject to an annual RPI price increase.

Please note that Paradigm clients who are existing intelliflo office users will have already benefitted from the same discounted license price, with the same annual RPI increases subsequently being applied.

Implementation costs are also discounted for Paradigm clients.

intelliflo planning

The intelliflo planning app is available to install from the intelliflo store and costs £60 +VAT per user per month.

Your free 30-day trial will also start on install.
 

Get in touch

Our new unified approach gives us enormous reach and capabilities that can better meet your demands. We’d love to speak to you about how we can help provide more for you, your team or your clients.

call  0330 102 8402
click  intelliflo.com
email  [email protected]