intelliflo
Financial Services
intelliflo is the UK's leading provider of financial advice software, offering a SaaS practice-management and advice platform (intelliflo office) with CRM, cashflow modelling, client portal, workflow, valuations, income management and AI tools. It serves financial advisory firms in the UK and Australia, supporting over 29,000 advice professionals and around £505 billion in assets under advice, and is owned by Carlyle since 2025.
- intelliflo office
- intelliflo IQ
- wealthlink
- eAdviser
- intelliflo connect
- Next Gen
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