intelliflo

Intelliflo builds practice management software for financial advisers and registered investment advisors, with a platform that powers the advisory experience for over 2,500 firms globally. The company operates under Invesco Ltd ownership and serves advisory businesses in the United Kingdom, United States, and Australia. Family offices that work with or through RIA or IFA structures may encounter Intelliflo as the underlying infrastructure their adviser uses, but Intelliflo does not position itself as a direct family office tool.

The core product, intelliflo office, covers client management, compliance workflows, and financial planning for advisory practices. The company has recently introduced a suite of AI-powered tools under the intelliflo IQ brand:

• An engagement assistant that records and transcribes meetings, auto-generating compliant client documents that sync into the main platform
• An advice assistant that monitors client data in real time, flags changes in circumstances, and recommends timely advice actions based on firm-defined guidelines
• Integration with third-party AI tools including Aveni, PlannerPal, Recordsure, Saturn, and others via an open partner ecosystem

In the US market, intelliflo also offers intelliflo managed, an outsourced investment management service built on intelliflo redblack, a multi-custodian rebalancing and trading platform that won a WealthManagement.com Industry Award in 2022 for cloud-based multi-custodian rebalancing. This removes the need for a separate OMS or rebalancing tool and includes access to investment models and SMAs.

For family office teams evaluating this vendor directly, the fit is narrow. Intelliflo is designed for advice firms and RIAs, not for the internal operations of a family office principal or investment team. Buyers looking for consolidated reporting, entity accounting, or multi-asset aggregation will need to look elsewhere.

• Practice management for financial advisory firms
• AI-assisted meeting note capture and compliant document generation
• Proactive client advice monitoring and health checks
• Portfolio rebalancing and order management via intelliflo redblack
• Outsourced investment management for RIAs

• intelliflo IQ engagement assistant: records, transcribes, and summarises meetings
• intelliflo IQ advice assistant: real-time monitoring of client financial data and circumstances
• Multi-custodian rebalancing via intelliflo redblack
• Outsourced managed investment models and SMAs
• AI partner integrations including Aveni, PlannerPal, Recordsure, Saturn
• Compliant document auto-generation synced to practice management platform
• Client portal access for end investors
• Order management system functionality within intelliflo managed

Built for Advisors / Wealth Advisors (RIA).

Phone support available at 0330 102 8400; email support; professional service team described as available at every stage of operations