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IT Product Company

Intelliflo Ltd

Practice management software for UK financial advisers, covering client portals, planning and cashflow modelling

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  • Web Development
  • United Kingdom
  • Software Development
  • Software Testing
  • +3 more
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About Intelliflo Ltd

Intelliflo Ltd supplies software to financial advice firms in the UK. It has served financial services companies since 2004, and its flagship product is intelliflo Office.

What Intelliflo offers

  • Client portal — onboarding, fact-finding, virtual meetings and document sharing.
  • Cashflow modelling — a view of client finances with open banking links.
  • Risk profiling and research — digital risk assessment and product comparison.
  • Plan building — advice plans with automated documentation.
  • Wealthlink — acts on plans directly from the office system.

Who it works with

Financial advisers and independent financial adviser firms, large and small.

Key facts

  • Founded: 2004
  • Security: ISO 27001 accredited
  • Awards: won technology and back office awards in 2017 and 2018, per earlier listing text

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Web Development
  • United Kingdom
  • Software Development
  • Software Testing
  • Web Design
  • DevOps
  • SQL Server

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Certifications and partner status
ISO 27001 evidence sent
Founded
2004 (22 years) evidence sent

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