intelliflo is a leading technology provider in the financial services sector, offering solutions designed to streamline operational processes for advisers and their firms. Its mission is to simplify complex workflows and provide actionable insights through data-driven tools. One of its key offerings is the Business Intelligence (BI) dashboard suite, which enables advisers to visualise and analyse data efficiently. This functionality addresses a common challenge in the industry: turning raw data into meaningful insights without requiring advanced technical skills.
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS:














