One powerful platform to drive your business forward
More and more clients expect access to products and services online, whenever and wherever they need it. intelliflo office helps you adapt to this changing need.
Currently available to select enterprise customers with broad market launch in 2023.
Designed for financial advisors
Deep industry experience goes into our award-winning financial software that’s tailored to the real needs of advice professionals.
Extensive and adaptable
The most capable financial software system in its class is also the most flexible, scaling and adapting to fit your firm.
Powering life-changing advice
intelliflo office forms the beating heart of over 2,500 financial advisory firms, helping them deliver for their clients when it matters.
Streamline your advice process
intelliflo office does much more than give your clients access to your services online. It streamlines your entire advice process, giving you the time you need to focus on your client relationships.
Reduce costs
Make cost savings through more efficient, automated processes
Reduce manual work
Input your client’s data once, and use it for many purpose
Remote access
Enjoy remote access to intelliflo office 24/7
Scale as needed
Scale to match the size of your business, today and tomorrow
Save time
Manage your entire advice process via one system
Assemble vital tools
Integrate the tools you use most via the intelliflo store
Build it your way
intelliflo office is built on an open architecture. It lets you select and seamlessly integrate the specific tools your business needs.
Open API
Our Open API opens up intelliflo office securely to financial advice firms and other third parties, allowing them the easy integration of service-enhancing apps.
Developer platform
The intelliflo office developer platform allows customers and third-party app developers to create innovative apps to complement the user experience.
Solutions
Explore our complete range of market-leading solutions.
intelliflo redblack
Powers rebalancing and trading for registered investment advisors (RIAs) of all sizes.
Book a demo
The best way to explore our solutions is to see them for yourself, with a free live demo.