intelliflo

Overview

intelliflo is a leading provider of financial advice software based in London, UK. Founded in 2004, the company specializes in technology solutions for the financial advisory sector, supporting over 29,000 advice professionals worldwide. The company manages around £505 billion in assets under advice and serves millions of clients, with its solutions overseeing more than $1 trillion in advised assets.

A comprehensive suite of integrated software tools is offered to enhance the advisory journey, including financial planning tools, client engagement solutions, and operational management systems. Features like cashflow modeling, client relationship management, and automated workflows help streamline processes for financial advisers. intelliflo incorporates advanced capabilities such as artificial intelligence and business intelligence tools to improve efficiency and provide actionable insights. The cloud-based platform, intelliflo redblack, is gaining popularity for its modern architecture and scalability, catering to both individual advisors and large financial institutions.

Basic Information

Contact Details

• Phone: +44 330 102 8402
• Website: intelliflo.com
• LinkedIn: linkedin.com/company/intelliflo

Key Focus Areas & Initiatives

• software
• wealth management
• financial services
• cashflow planning
• fintech
• fintech & saas
• saas
• consumer internet
• finance
• investment management
• software development
• managed services
• client portal security
• advice process automation
• wealth advice technology
• integrated advice platform
• integrated platform
• client relationship management
• financial planning automation
• financial advisory
• asset growth
• financial advice software
• advice lifecycle management
• wealth management platform
• client portal customization
• financial data management
• advice automation
• digital onboarding
• financial advice platform
• asset management
• financial advice cloud software
• cash flow modeling
• fintech integration
• data protection
• financial advice saas
• advisory solutions
• business intelligence dashboards
• cash flow stress testing
• financial analytics
• digital advice
• marketplace apps
• client engagement analytics
• advice management dashboards
• advisory automation
• security
• ai-powered tools
• regulatory compliance support
• operational efficiency
• client advice journey
• business dashboards
• client self-service portal
• portfolio analysis
• data migration
• cloud-based software
• advice compliance tools
• client communication platform
• cloud computing
• digital transformation
• performance analytics
• client engagement
• client communication
• ai assistants
• regulatory compliance
• client onboarding
• client data security
• financial data visualization
• advice process digitization
• open architecture
• asset under advice
• client reporting tools
• wealthtech
• management consulting services
• practice growth
• digital advice tools
• client engagement tools
• portfolio rebalancing automation
• api integration
• outsourcing
• regulatory compliance tools
• investment advice software
• regulatory reporting
• client onboarding process
• financial planning
• portfolio management
• compliance management
• client self-service
• advice process optimization
• financial advice ecosystem
• practice management
• data security
• advice workflow management
• b2b
• advice automation tools
• client onboarding automation
• financial technology
• digital questionnaire
• advice workflow automation
• practice efficiency
• services
• automated document storage
• client portal
• advisory lifecycle
• asset management integration
• client management
• digital analytics
• investment solutions
• advisory platform
• app integration
• real-time collaboration
• financial advising
• tech solutions
• client journey
• process automation
• assets under advice
• cloud-based environment
• rebalancing technology
• trading platform
• customer success
• end-investor services
• financial metrics
• iso 27001 compliance
• user-friendly interface
• financial tracking
• intuitive design
• performance reporting
• market evolution
• onboarding support
• financial advice technology
• scalable solutions
• cross-platform integration
• regulatory updates
• investment tracking
• competitive advantage
• self-service options
• community engagement
• comprehensive support
• adaptive technology
• business continuity
• client satisfaction
• empowered advisors
• finance technology
• financial consulting
• consulting
• management consulting
• enterprise software
• computer & network security

Technologies Used

• AI
• ASP.NET
• AWS Trusted Advisor
• Atlassian Cloud
• Azure Devops
• C#
• CloudFlare CDN
• CloudFlare Hosting
• DotNetNuke
• EasyDNS
• Hubspot
• Marketo
• Microsoft Office 365
• Microsoft SQL Server Reporting Services
• NetSuite
• Outlook
• Rackspace MailGun
• Razorpay
• React
• Salesforce
• Secured MVC Forum on Windows 2012 R2
• Slack
• VueJS

Affiliated Organizations & Regional Branches

• The Carlyle Group