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.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

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