intelliflo office
intelliflo office: A broad operations platform for advice firms, with planning and AI support across the advice journey. Ranked #11 of 31 in Financial Advisor Software by our editors (8.1/10); pricing: Pricing on request; best for advice firms prioritizing operations.
At a glance
- Editor score8.1 / 10
- PricingPricing on request
- Best forAdvice firms prioritizing operations
- Financial planningYes
- Facts checked20 Sep 2026
Where it wins
- Covers CRM, documents, compliance, workflows, billing and account opening
- Client portal supports secure communication, information access and document sharing
- AI assists with meeting notes, documents and suitability reports
Where it doesn't
- Pricing requires a contact-sales process
- Core planning depth is less detailed than some alternatives
- Focuses on advisory operations rather than a narrow specialist workflow
Our verdict on intelliflo office
intelliflo office is a cloud-based platform for financial advisers and advisory firms. It supports the advice journey from onboarding and fact-finding through financial planning, implementation, compliance tracking, valuations, income management and ongoing client servicing. Its scope suits firms that want operational processes, client information, documents, workflows and advice-related activity in one environment. The platform is available through the web and API, and its client portal supports secure communication, financial information access and document sharing.
Pricing follows a contact-sales model, so firms enter a demo or sales process rather than selecting a published self-serve tier. The product’s coverage includes cashflow modelling, financial forecasting, CRM, document generation, compliance audit trails, regulatory reporting support, account opening, investment-plan implementation, valuations, data feeds, income and fee management, and workflow and task management. This breadth makes intelliflo office a fit for firms prioritizing practice operations across the full advice lifecycle. Firms primarily comparing products on detailed financial-planning depth may want to assess alternatives with a narrower planning focus.
Integration and automation are central to the platform’s ecosystem fit. Listed connections include Voyant, DocuSign, Fintegrate, EValue, RingCentral, Experian QAS, Platform One, Defaqto Engage, SolutionBuilder and Assureweb. AI-assisted generation extends to meeting notes, documents and suitability reports, while the platform also includes proposal generation, a document vault, billing and invoicing capabilities, and compliance workflows. Choose intelliflo office if your priority is coordinated administration and advice-firm operations across web and API access. Choose another product if you need transparent plan pricing or want the deepest possible emphasis on financial planning detail.
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intelliflo office pricing
intelliflo office fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Client portal | Yes |
| Financial planning | Yes |
| Proposal generation | Yes |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Yes |
| Deployment | Cloud, Browser extension |
| Platforms | Web |
| Compliance & security | ISO 27001, GDPR |
| Support | Live chat, Phone, Tickets, Community |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 140+ integrations: Voyant, DocuSign, Fintegrate, EValue, RingCentral, Experian QAS … See all → |
| Pricing | Pricing on request |
| Website | intelliflo.com |
| Facts checked | 20 Sep 2026 |
intelliflo office integrations
intelliflo office lists 140+ integrations on its own site — the 10 named here are the ones its pages call out.
- Voyant
- DocuSign
- Fintegrate
- EValue
- RingCentral
- Experian QAS
- Platform One
- Defaqto Engage
- SolutionBuilder
- Assureweb
See all intelliflo office integrations →
Alternatives to intelliflo office
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all intelliflo office alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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