Company intelligence
intelliflo
Powering advisory experiences
About intelliflo
intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business. Our open architecture and deep industry expertise simplify a complex digital landscape, helping advisers deliver better outcomes with greater efficiency. Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients. Together, we’re widening access to advice and powering the future of financial planning.
Verified activity
Signals from intelliflo
9 published signals
Presence & Recognition
intelliflo is attending the Verve Transformation 2026 event at Houndsditch in London.
Reported by intelliflo
Technology & Infrastructure
intelliflo used intelliflo IQ to transcribe meetings, update fact finds, and cut admin time in half for Christian Douglass Group.
Reported by intelliflo
Products & Services
intelliflo's Azets Wealth Management is investing in the rollout of Personal Finance Portal to meet client expectations for secure messaging, digital access, and a portal experience.
Reported by intelliflo
Presence & Recognition
intelliflo team members Paul Thomson-Clark and Darren Faley are attending the Personal Finance Society Business of Advice 2026 event on Thursday, September 10, alongside Krystal Newbury.
Reported by Paul Thomson-Clark (T-C)
Presence & Recognition
intelliflo is sponsoring the Transformation 2026 exhibition event on 8th September at 133 Houndsditch, London.
Reported by intelliflo
Customers & Market
intelliflo office powers £505 billion in assets under advice across the UK and AUS
Reported by Paul Thomson-Clark (T-C)
Presence & Recognition
intelliflo employee Jake Wallin was named a finalist in the Best use of AI category for the intelliflo Support team.
Reported by Jake Wallin
Presence & Recognition
intelliflo employee Jake Wallin was named a finalist for the Head of Contact Centre / Director of the Year award at the The UK Contact Centre Forum Awards.
Reported by Jake Wallin
Presence & Recognition
intelliflo produced a vodcast featuring Steven Montague from One Four Nine Group discussing how the business transformed mountains of data into real-time insights.
Reported by intelliflo