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Intelliflo

Intelliflo provides web-based software to financial advisors and wealth management firms, offering solutions for client relationship management, financial planning, and practice management.
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Contact Intelliflo

Email: sales@intelliflo.com
Phone: +44 (0)20 7709 9410
Web: https://www.intelliflo.com/

Products

Intelliflo Platform
https://www.intelliflo.com/

Comprehensive practice management and client relationship management platform for financial advisors... more...

Intelliflo Planning
https://www.intelliflo.com/solutions

Goal-based financial planning software with cashflow modeling, retirement planning, and investment a... more...

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