Intelliflo is a leading provider of software solutions to financial advisors, wealth managers, and financial institutions. Founded in 2004, Intelliflo has established itself as a trusted partner in the financial services industry, offering innovative technology solutions designed to streamline processes, enhance client engagement, and drive business growth.
intelliflo?remains independent in operations to Invesco but draws from its strengths.
After bringing together Invesco’s digital advisory solutions under our global intelliflo brand, intelliflo remains dedicated to powering the entire advisory lifecycle. We achieve this through our range of open architecture solutions as the global leader in financial advice technology.

Key aspects of Intelliflo's company profile include:
Founded: 2004
Industry: Financial Services Technology
Headquarters: United Kingdom
Founders: Nick Eatock, Rob Walton
Offices: London, UK , Atlanta USA, Bedford USA , Sydney Australia, Kochi India, Hyderabad India

Products and Services:

Intelligent Office (iO): Intelliflo's flagship product, iO, is a comprehensive practice management system that integrates various tools and functionalities to help financial advisors manage their businesses efficiently. It offers features such as client management, financial planning, portfolio management, and compliance tools.

Engagement Suite: Intelliflo provides a suite of client engagement tools to help financial advisors enhance their interactions with clients, including client portals, mobile apps, and communication tools.

Business Management Tools: Intelliflo offers a range of business management tools to support operational efficiency, including reporting and analytics, workflow automation, and integrations with third-party applications.

Client Base: Intelliflo serves a diverse client base, including independent financial advisors, wealth management firms, and financial institutions across the United Kingdom and internationally.

Mission: Intelliflo is dedicated to empowering financial advisors with innovative technology solutions that enable them to deliver superior client service, optimize operational processes, and achieve their business goals.

Partnerships: Intelliflo collaborates with leading technology providers, industry organizations, and regulatory bodies to ensure that its solutions meet the evolving needs of the financial services industry and comply with regulatory requirements.

Commitment to Innovation: Intelliflo is committed to ongoing research and development, continuously enhancing its products and services to incorporate the latest technological advancements and industry best practices.

Customer Support: Intelliflo provides comprehensive customer support services, including training, consulting, and technical assistance, to help clients maximize the value of their investment in Intelliflo's solutions.

Overall, Intelliflo's company profile reflects its position as a trusted provider of technology solutions that empower financial advisors to thrive in an increasingly complex and competitive industry landscape.