Intelliflo Employee Directory

Intelliflo is a financial technology company that develops software platforms for financial advisers and wealth management firms, enabling them to manage the full advisory process including client onboarding, financial planning, portfolio management, compliance, reporting, and ongoing servicing. It provides an integrated, cloud-based system that he... lps advisers streamline operations, improve client engagement through digital tools, and make data-driven decisions, while supporting scalability and regulatory requirements across advisory businesses, particularly in markets such as the UK, Australia, and the US.Read More