About Intelliflo

intelliflo and Söderberg & Partners today announced a new strategic partnership designed to deliver greater efficiency, smarter workflows and an enhanced technology experience for financial advice firms.

Aberdeen Adviser, provider of the UK’s second largest adviser platform by assets, has partnered with intelliflo and ZeroKey, announcing an integration that will improve efficiency and data integrity in the advice process.

intelliflo today announced that Eton Advisors has successfully launched the cloud-based version of intelliflo redblack for rebalancing and trading, saving time, boosting efficiencies and improving their ability to implement customized solutions for clients.

intelliflo today announced that intelliflo redblack, its market-leading rebalancing and trading solution, has been named the Best Financial Advisory Platform in the 9th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global financial technology market today.

intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.

intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.

intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location. The advice gaps highlighted in the data show older generations, men, and married individuals are significantly more inclined to seek financial advice, whereas younger people, women, single people, and certain regions remain largely underserved.

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo […]

The ability to effectively leverage data to make critical business decisions has become increasingly important […]

intelliflo, and Twenty7tec have signed a new deal to allow users of intelliflo office to access […]