sector, intelliflo now provides a broader range of solutions than ever before, covering: financial planning, practice management, portfolio management, digital advisory and managed services.

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

intelliflo’s systems are designed for firms of all shapes and sizes, and 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 and their clients. Mission: We widen access to financial advice.