intelliflo is a leading technology provider in the financial services sector. Its flagship solution, intelliflo Office, is designed to support the entire advice lifecycle for financial advisers. The system addresses key challenges such as manual data entry, fragmented processes, and compliance requirements. By automating workflows and reusing data across multiple functions, intelliflo helps firms deliver consistent advice, improve operational efficiency, and meet regulatory obligations such as Consumer Duty.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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