Service Segment
Target market
Nick Eatock


intelliflo supplies specialist online software for IFAs, financial, and mortgage advisers, allowing focus on clients… not administration!

intelliflo brings together leading businesses in the financial services sector:

  • Intelliflo: UK’s #1 practice management and digital engagement software provider;
  • i4C: leading integrated cash flow modelling solution;
  • Jemstep: market-leading digital advice provider;
  • Portfolio Pathway: cutting-edge wealth management solution;
  • RedBlack: best-in-class investment management solution.

intelliflo now provides a broader range of solutions than ever before to power the advisory experience:

  • Financial planning: enables financial advisors and professionals to help individuals manage their finances, create detailed plans, and forecast future financial scenarios.
  • Practice management: drives efficiencies through the front, middle, and back office processes in the provision of financial advice and servicing investors.
  • Portfolio management: empowers financial advisors to generate and manage investments on behalf of end-investors.
  • Digital advisory: scales advisory businesses by allowing end-investors to efficiently engage, onboard, and self-service with regulatory and compliance-approved guardrails.
  • Managed services: works with their customers to help them use integrated solutions effectively and efficiently, from portfolio allocation to performance reporting and billing.