intelliflo is a leading provider of technology solutions for financial advisers in the UK. Their mission is to empower advisers to deliver better client outcomes through innovative and integrated technology. One way they achieve this is by offering a comprehensive Practice Management System (PMS) called intelliflo office, which includes cashflow planning capabilities within the licence cost. This integrated approach addresses a key challenge for advisers: the need for a unified system that combines efficient practice management with powerful financial planning tools.

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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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