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.

Founded in

United Kingdom