Company Information

Get to know intelliflo Ltd

Founded in 2004, intelliflo has become a leading provider of Software as a Service (SaaS) for the financial services industry. Its flagship product, intelliflo office, is a comprehensive platform that integrates Client Relationship Management (CRM), financial planning, client portals, and back-office administration to help financial advisers streamline their operations and enhance client service. The company's mission is to simplify the complex world of financial advice through innovative technology. In 2018, intelliflo was acquired by Invesco, a global investment management firm.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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intelliflo Ltd

United Kingdom

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.