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intelliflo office (intelliflo)

Willingness to recommend

3.35/5

Integrations

3.52/5

Value for money

3.17/5

Service

3.1/5
Based on 327 reviews

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About the provider

intelliflo office is a comprehensive yet intuitive, industry-leading business management system, designed for financial advice firms of all sizes.

With the financial advice sector constantly evolving, and with more and more consumers requiring access to products and services online, whenever and wherever they need it, successful firms need to evolve to keep step with these changing needs. This is where intelliflo office can help save you time, money and stress.

Whatever the size of your firm, intelliflo office provides a streamlined business management system tailor-made for you. Accessible from anywhere and at any-time, intelliflo office takes the legwork out of management, helps deliver business efficiencies, enables you to achieve growth plans and evolve for the future, improves the client experience, and allows you to focus your efforts on your advice.

Plus, intelliflo office's open architecture also enables you to build your business management software your way, by enabling you to integrate with the tools you need.

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Ownership:

Invesco. intelliflo remains independent in operations to Invesco.

AUM:

$1 trillion+ (intelliflo)

NextWealth analysis

A popular back office choice, used by nearly half of the advisers we surveyed. Its 2018 purchase by Invesco was well received by the market and heralds more product investment in future. In a field where lack of integration is a major hold-up, intelliflo receives praise for its i/o Store with downloadable integrations and for its commitment to open architecture. However advisers tell us the sales pitch is better than the actual implementation and the software requires more set up and customisation than many had initially believed in order to be fully effective. intelliflo seem to be working to address concerns. Recent acquisitions of i4C (cash flow modelling) and an API link to FundsNetwork may address some adviser frustrations about re-keying and a lack of integration.

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Integrations

Based on 327 reviews
3.52/5

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Integrates One Way

Integrates Both Ways

Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Risk profiling and suitability

Insignis Cash Solutions

CashCalc

EVPro Goal

Fin Calc

intelliflo planning

O&M Systems

PlanLab

Prestwood:Truth

Voyant

Advicefront

intelliflo personal finance portal

moneyinfo

AJ Bell

Apricity

Assureweb (iPipeline)

ATEB Suitability

AXA

BAT Software

Brewin Dolphin

Brooks Macdonald

Canada Life

Charles Stanley

Close Brothers

CoInvestor Technologies

DocuSign

Eagle Star

Experian QAS Postcode Lookup

FE Price Feed

Friends Life

Fundment

GB Group eIDV

Genovo

Glia Online Meeting and Screensharing

Invesco Model Portfolio Service

Investec

iPipeline

James Brearley & Sons

Legal and General

LVE

Margetts Fund Management

Merchant Investors

MetLife

Model Office Compliance and Business Support

Momentum Moneyhub

MoneyHub

Mortgage Brain

Mortgage Trading Exchange

O&M Profiler

Octopus

Openwork CRM

Papercloud iO

Pershing

Power Planner

Prudential

Quilter & Co

Rathbones

Redmayne Bentley

RingCentral

Rowan Dartington

Royal London

Sanlam I&P

Scottish Widows

SEI Goal Portal

Signature

Sippcentre

Skandia

SmartSearch

Solution Builder (iPipeline)

Sparrows Capital

Standard Life

Sterling

Thesis

Tilney Investment Management

Timeline

Trigold

Twenty7Tec

Vitality

watermark

Waverton IM

Winterthur

Zoopla

7IM

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Aviva

Aviva Bonds and Pensions

Cofunds

Embark Platform

Fidelity Adviser Solutions

Hubwise

IronBright Investment Platform

James Hay

M&G Wealth Platform

Novia

Nucleus

Parmenion

Pershing

Platform One

Praemium

Quilter’s Platform

Raymond James

Seccl

The P1 Platform

Transact

Wealthtime

Adviser Asset

Defaqto

EValue Advisa Centa

FE Analytics

Mortgage Brain Anywhere

O&M Systems

Selectapension

Synaptics

The Exchange

Trigold

Centra (SimplyBiz)

Comentis

Defaqto Engage

Dynamic Planner

EV Pro Risk

eValue Advisa Centa

FE Analytics

FinaMetrica Profiler (Morningstar)

Oxford Risk

Synaptics

Voyant

Reviews

Willingness to recommend
Integrations
Value for money
Service
Can be difficult to navigate.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
"We are moving to Curo in the summer
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
"Too slow
Anonymous May 2022

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