intelliflo | Company Profile - Revenue, Headcount, Tech Stack, Contacts

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.