intelliflo

Powering the core of the advisory experience.

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers compete & grow. 

Our solutions support over 30,000 financial professionals worldwide, representing over 3 million end-investors, with over $900 billion advised across our platforms.    

Our systems are designed for firms of all shapes and sizes, & though the technology we’ve developed is sophisticated, using it couldn’t be simpler. In a rapidly evolving industry, we are constantly developing our platforms to better serve the changing needs of our customers & their clients.